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
$918M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.18M
3
+$5.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Top Sells

1
+$9.25M
2
+$5.03M
3
+$4.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.96%
3 Financials 8.18%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.12%
64,775
-776
102
$1.12M 0.12%
3,767
+10
103
$1.12M 0.12%
10,370
-62
104
$1.1M 0.12%
21,090
+2,205
105
$1.07M 0.12%
5,236
+26
106
$1.07M 0.12%
5,151
-40
107
$1.06M 0.12%
17,602
+1,040
108
$1.05M 0.11%
6,048
-107
109
$1.05M 0.11%
1,947
-92
110
$1.04M 0.11%
+56,071
111
$997K 0.11%
8,802
-470
112
$994K 0.11%
17,626
-461
113
$946K 0.1%
3,783
-20
114
$928K 0.1%
6,418
-25
115
$907K 0.1%
4,934
+339
116
$870K 0.09%
10,392
+39
117
$758K 0.08%
9,365
-97
118
$756K 0.08%
1,094
+23
119
$731K 0.08%
22,325
+480
120
$692K 0.08%
1,816
-25
121
$691K 0.08%
6,513
-5,990
122
$689K 0.08%
7,811
-301
123
$678K 0.07%
16,000
-1,600
124
$660K 0.07%
6,628
+102
125
$651K 0.07%
17,509
+385
3 4
5
6 7