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
$972M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.45M
3
+$2.32M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$877K

Top Sells

1
+$3.33M
2
+$2.66M
3
+$1.14M
4
ETN icon
Eaton
ETN
+$644K
5
EVRG icon
Evergy
EVRG
+$401K

Sector Composition

1 Technology 19.9%
2 Healthcare 9.22%
3 Financials 6.84%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.12%
10,220
-100
102
$1.11M 0.11%
5,945
-5
103
$1.11M 0.11%
8,163
-160
104
$1.04M 0.11%
17,146
-265
105
$1.04M 0.11%
6,408
106
$1.02M 0.1%
17,253
+250
107
$1.01M 0.1%
3,848
+205
108
$1M 0.1%
20,280
+1,900
109
$993K 0.1%
4,764
-68
110
$974K 0.1%
6,621
-459
111
$953K 0.1%
8,128
-231
112
$947K 0.1%
58,500
-18,500
113
$937K 0.1%
10,255
114
$893K 0.09%
16,000
115
$889K 0.09%
6,536
-1,342
116
$883K 0.09%
2,149
+353
117
$862K 0.09%
1,062
-2
118
$808K 0.08%
7,467
+320
119
$723K 0.07%
21,670
-245
120
$697K 0.07%
18,479
+487
121
$681K 0.07%
3,431
+977
122
$639K 0.07%
11,121
-542
123
$638K 0.07%
6,433
+614
124
$636K 0.07%
8,901
-340
125
$634K 0.07%
18,290
-44
3 4
5
6 7