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
151
$414K 0.05%
1,722
+300
152
$414K 0.05%
8,275
-400
153
$409K 0.05%
1,900
+800
154
$408K 0.05%
1,457
-64
155
$402K 0.05%
3,219
-8
156
$400K 0.05%
11,198
157
$392K 0.05%
15,809
-2,829
158
$388K 0.05%
9,394
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159
$384K 0.05%
7,062
-299
160
$378K 0.05%
1,260
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161
$376K 0.05%
7,181
-200
162
$368K 0.04%
11,807
-1,247
163
$364K 0.04%
4,784
-193
164
$356K 0.04%
4,873
-500
165
$347K 0.04%
38,870
-2,000
166
$346K 0.04%
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167
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875
168
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169
$342K 0.04%
1,563
170
$328K 0.04%
12,100
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171
$319K 0.04%
921
172
$318K 0.04%
20,848
+1,699
173
$308K 0.04%
+3,845
174
$302K 0.04%
2,027
-148
175
$300K 0.04%
4,473
5 6
7
8 9