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
$918M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.18M
3
+$5.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Top Sells

1
+$9.25M
2
+$5.03M
3
+$4.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.96%
3 Financials 8.18%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$650K 0.07%
13,260
+695
127
$625K 0.07%
18,334
-240
128
$600K 0.07%
6,724
+363
129
$599K 0.07%
5,583
-115
130
$581K 0.06%
1,940
+158
131
$560K 0.06%
5,022
+362
132
$557K 0.06%
11,198
133
$549K 0.06%
6,075
-150
134
$533K 0.06%
2,592
-281
135
$518K 0.06%
1
136
$511K 0.06%
2,851
+17
137
$501K 0.05%
+1,746
138
$499K 0.05%
1,635
-66
139
$497K 0.05%
1,345
-20
140
$494K 0.05%
1,220
-20
141
$493K 0.05%
1,026
-79
142
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6,584
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143
$487K 0.05%
30,549
+2,209
144
$481K 0.05%
4,908
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145
$478K 0.05%
2,454
-19
146
$474K 0.05%
1,900
147
$457K 0.05%
11,854
-611
148
$451K 0.05%
1,639
-209
149
$446K 0.05%
1,009
-5
150
$442K 0.05%
2,547
-136
4 5
6
7 8