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
$972M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.45M
3
+$2.32M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$877K

Top Sells

1
+$3.33M
2
+$2.66M
3
+$1.14M
4
ETN icon
Eaton
ETN
+$644K
5
EVRG icon
Evergy
EVRG
+$401K

Sector Composition

1 Technology 19.9%
2 Healthcare 9.22%
3 Financials 6.84%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$620K 0.06%
13,125
-58
127
$620K 0.06%
2,264
+376
128
$597K 0.06%
6,617
-696
129
$571K 0.06%
5,115
130
$563K 0.06%
1,881
+152
131
$544K 0.06%
5,975
132
$543K 0.06%
1
133
$541K 0.06%
2,463
-60
134
$518K 0.05%
15,398
-255
135
$513K 0.05%
1,252
136
$512K 0.05%
4,496
-907
137
$503K 0.05%
991
138
$502K 0.05%
29,889
+335
139
$499K 0.05%
1,411
-52
140
$493K 0.05%
10,283
+1,054
141
$490K 0.05%
1,226
142
$490K 0.05%
2,584
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143
$487K 0.05%
9,984
144
$477K 0.05%
875
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145
$468K 0.05%
3,131
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146
$467K 0.05%
965
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147
$446K 0.05%
2,834
148
$442K 0.05%
4,741
149
$438K 0.05%
2,291
-35
150
$435K 0.04%
996
4 5
6
7 8