LNB

Ledyard National Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$828M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.95M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.06M
5
CPNG icon
Coupang
CPNG
+$1.06M

Top Sells

1
+$7.37M
2
+$5.66M
3
+$5.1M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.58M
5
UNH icon
UnitedHealth
UNH
+$3.21M

Sector Composition

1 Technology 19.92%
2 Healthcare 11.98%
3 Financials 9.23%
4 Consumer Discretionary 8.55%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.17%
13,253
-381
102
$1.41M 0.17%
6,253
-127
103
$1.3M 0.16%
12,836
-154
104
$1.28M 0.15%
26,159
+296
105
$1.28M 0.15%
3,938
+5
106
$1.21M 0.15%
2,232
-15
107
$1.21M 0.15%
10,279
-152
108
$1.18M 0.14%
25,559
+530
109
$1.17M 0.14%
8,310
-215
110
$1.17M 0.14%
9,127
-258
111
$1.16M 0.14%
2,425
+10
112
$1.1M 0.13%
9,972
113
$1.08M 0.13%
51,448
-23,142
114
$1.03M 0.12%
16,387
+70
115
$995K 0.12%
21,985
-1,265
116
$981K 0.12%
5,643
-877
117
$969K 0.12%
3,923
-86
118
$932K 0.11%
6,722
+892
119
$915K 0.11%
7,050
120
$876K 0.11%
16,958
-2,155
121
$867K 0.1%
8,619
122
$857K 0.1%
28,279
-68
123
$800K 0.1%
4,387
-188
124
$798K 0.1%
36,329
+1,300
125
$775K 0.09%
14,426
+121
3 4
5
6 7