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
126
$738K 0.07%
4,642
-80
127
$684K 0.06%
6,132
-3,512
128
$675K 0.06%
5,677
+67
129
$662K 0.06%
6,605
-2,274
130
$656K 0.06%
19,556
+84
131
$656K 0.06%
6,525
-29
132
$647K 0.06%
1,750
+4
133
$637K 0.06%
1,040
-224
134
$633K 0.06%
17,829
+48
135
$633K 0.06%
4,452
-428
136
$618K 0.06%
10,355
-313
137
$608K 0.05%
3,751
-26
138
$602K 0.05%
5,259
-141
139
$586K 0.05%
2,097
140
$584K 0.05%
18,135
+30
141
$565K 0.05%
10,951
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142
$564K 0.05%
12,843
-48
143
$548K 0.05%
2,820
-477
144
$530K 0.05%
1,803
-55
145
$521K 0.05%
2,785
+3
146
$519K 0.05%
15,557
-2,620
147
$517K 0.05%
5,416
148
$513K 0.05%
3,643
149
$512K 0.05%
1,120
-37
150
$501K 0.04%
4,801
+15
4 5
6
7 8