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
$1.06B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.2M
3
+$3.11M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Top Sells

1
+$2.6M
2
+$2.58M
3
+$2.54M
4
AVGO icon
Broadcom
AVGO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.16%
2 Healthcare 6.75%
3 Financials 6.48%
4 Consumer Discretionary 5.55%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.1%
8,289
-500
102
$1.08M 0.1%
14,309
-866
103
$1.06M 0.1%
1,708
-30
104
$1.06M 0.1%
6,529
+15
105
$1.06M 0.1%
8,210
+4
106
$1.03M 0.1%
9,644
-88
107
$1.02M 0.1%
5,543
-119
108
$1.01M 0.1%
20,896
-918
109
$1M 0.09%
7,281
-68
110
$991K 0.09%
15,063
-395
111
$955K 0.09%
3,766
-5
112
$924K 0.09%
2,302
+46
113
$923K 0.09%
62,371
-2,607
114
$884K 0.08%
29,404
+1,032
115
$882K 0.08%
1,507
+123
116
$836K 0.08%
6,365
-375
117
$824K 0.08%
5,917
+4,109
118
$804K 0.08%
13,000
-1,500
119
$765K 0.07%
11,210
+55
120
$759K 0.07%
1,485
-68
121
$757K 0.07%
18,996
+180
122
$743K 0.07%
15,527
+681
123
$726K 0.07%
6,302
-56
124
$722K 0.07%
1,340
+409
125
$681K 0.06%
1
3 4
5
6 7