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
$1.03B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.45M
3
+$3.13M
4
LMT icon
Lockheed Martin
LMT
+$2.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.56M

Top Sells

1
+$4.85M
2
+$3.69M
3
+$3.1M
4
PFE icon
Pfizer
PFE
+$2.11M
5
FHI icon
Federated Hermes
FHI
+$1.68M

Sector Composition

1 Technology 19.83%
2 Healthcare 8.33%
3 Financials 6.14%
4 Consumer Discretionary 5.69%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.11%
22,814
-976
102
$1.09M 0.11%
5,600
-258
103
$1.09M 0.11%
17,055
+191
104
$1.08M 0.1%
7,412
-464
105
$1.07M 0.1%
66,119
-5,373
106
$1.07M 0.1%
25,803
-2,345
107
$1.05M 0.1%
9,759
-346
108
$1.03M 0.1%
15,837
-1,171
109
$994K 0.1%
1,724
+759
110
$901K 0.09%
43,000
-12,000
111
$899K 0.09%
3,793
+1
112
$890K 0.09%
7,353
-202
113
$870K 0.08%
3,860
+2,083
114
$860K 0.08%
8,416
-1,659
115
$822K 0.08%
2,256
+265
116
$817K 0.08%
16,000
117
$815K 0.08%
19,935
-425
118
$776K 0.08%
1,620
+392
119
$765K 0.07%
972
-42
120
$757K 0.07%
4,432
-187
121
$753K 0.07%
19,569
+6,203
122
$746K 0.07%
24,079
-3,677
123
$738K 0.07%
3,501
+1,167
124
$727K 0.07%
3,966
-443
125
$711K 0.07%
6,666
-299
3 4
5
6 7