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
$1.03B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.45M
3
+$3.13M
4
LMT icon
Lockheed Martin
LMT
+$2.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.56M

Top Sells

1
+$4.85M
2
+$3.69M
3
+$3.1M
4
PFE icon
Pfizer
PFE
+$2.11M
5
FHI icon
Federated Hermes
FHI
+$1.68M

Sector Composition

1 Technology 19.83%
2 Healthcare 8.33%
3 Financials 6.14%
4 Consumer Discretionary 5.69%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$702K 0.07%
11,129
+8
127
$670K 0.07%
2,934
-210
128
$654K 0.06%
+21,014
129
$644K 0.06%
15,606
-126
130
$637K 0.06%
8,573
-105
131
$630K 0.06%
1,852
+3
132
$612K 0.06%
1
133
$607K 0.06%
18,139
+49
134
$602K 0.06%
6,065
-474
135
$600K 0.06%
1,190
-171
136
$576K 0.06%
4,035
-124
137
$572K 0.06%
5,893
-534
138
$534K 0.05%
5,975
139
$510K 0.05%
2,220
-243
140
$506K 0.05%
12,583
-7,976
141
$502K 0.05%
2,334
+45
142
$495K 0.05%
878
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143
$489K 0.05%
978
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144
$482K 0.05%
9,755
-118
145
$463K 0.04%
3,796
-240
146
$461K 0.04%
3,891
-52
147
$445K 0.04%
1,192
-5
148
$444K 0.04%
2,083
+9
149
$443K 0.04%
+13,494
150
$437K 0.04%
4,496
+5
4 5
6
7 8