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
$828M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.95M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.06M
5
CPNG icon
Coupang
CPNG
+$1.06M

Top Sells

1
+$7.37M
2
+$5.66M
3
+$5.1M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.58M
5
UNH icon
UnitedHealth
UNH
+$3.21M

Sector Composition

1 Technology 19.92%
2 Healthcare 11.98%
3 Financials 9.23%
4 Consumer Discretionary 8.55%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$761K 0.09%
44,187
-5,421
127
$714K 0.09%
7,561
-528
128
$705K 0.09%
10,176
129
$699K 0.08%
11,059
-1,301
130
$691K 0.08%
7,600
131
$671K 0.08%
6,799
-2,030
132
$645K 0.08%
1,059
+5
133
$637K 0.08%
3,629
-691
134
$636K 0.08%
6,980
+64
135
$614K 0.07%
4,995
-286
136
$612K 0.07%
7,222
-150
137
$592K 0.07%
6,225
+300
138
$590K 0.07%
1,807
-237
139
$564K 0.07%
1,961
-211
140
$562K 0.07%
20,595
141
$521K 0.06%
2,851
+258
142
$512K 0.06%
5,863
-680
143
$501K 0.06%
3,431
-36
144
$499K 0.06%
8,027
+500
145
$483K 0.06%
2,857
-23
146
$438K 0.05%
13,774
-68
147
$434K 0.05%
5,133
148
$433K 0.05%
4,683
-517
149
$426K 0.05%
4,720
150
$416K 0.05%
+6,049
4 5
6
7 8