LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.18M
3
+$673K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$438K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$386K

Top Sells

1
+$2.5M
2
+$1.39M
3
+$1.33M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
AAPL icon
Apple
AAPL
+$1.08M

Sector Composition

1 Technology 19.42%
2 Financials 7%
3 Healthcare 5.99%
4 Consumer Discretionary 5.07%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.12%
6,415
-71
102
$1.28M 0.11%
19,266
-1,470
103
$1.26M 0.11%
8,147
+10
104
$1.22M 0.11%
+22,687
105
$1.22M 0.11%
1,050
-18
106
$1.16M 0.1%
12,472
-160
107
$1.14M 0.1%
6,700
+139
108
$1.12M 0.1%
2,400
+183
109
$1.12M 0.1%
14,339
-49
110
$1.11M 0.1%
5,599
+69
111
$1.08M 0.1%
56,227
-704
112
$1.06M 0.1%
5,519
+11
113
$1.01M 0.09%
1,687
+158
114
$994K 0.09%
19,626
115
$974K 0.09%
3,735
+20
116
$944K 0.08%
7,596
-189
117
$943K 0.08%
6,779
-100
118
$891K 0.08%
13,000
119
$888K 0.08%
1,209
-131
120
$828K 0.07%
2,754
+33
121
$827K 0.07%
11,856
-440
122
$796K 0.07%
17,647
-1,009
123
$767K 0.07%
12,793
-127
124
$754K 0.07%
1
125
$745K 0.07%
2,097
-144
3 4
5
6 7