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
$850M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.7M
3
+$9.27M
4
CVS icon
CVS Health
CVS
+$5.28M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.54M

Top Sells

1
+$9.31M
2
+$4.78M
3
+$3.95M
4
LH icon
Labcorp
LH
+$3.9M
5
META icon
Meta Platforms (Facebook)
META
+$2.99M

Sector Composition

1 Technology 18.44%
2 Healthcare 12%
3 Financials 9.72%
4 Consumer Staples 8.04%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$414K 0.05%
4,824
-40
152
$411K 0.05%
5,007
-162
153
$407K 0.05%
4,784
154
$389K 0.05%
2,291
+700
155
$381K 0.04%
1,429
+106
156
$380K 0.04%
6,678
157
$378K 0.04%
5,194
-63
158
$371K 0.04%
1,161
-306
159
$369K 0.04%
9,984
160
$366K 0.04%
1,527
161
$352K 0.04%
12,050
-50
162
$334K 0.04%
38,870
163
$334K 0.04%
1,346
+301
164
$321K 0.04%
130
165
$318K 0.04%
+3,274
166
$308K 0.04%
6,014
-35
167
$305K 0.04%
1,946
168
$304K 0.04%
1,730
-160
169
$301K 0.04%
1,407
-148
170
$300K 0.04%
855
-32
171
$285K 0.03%
4,260
-107
172
$284K 0.03%
+3,388
173
$272K 0.03%
3,772
-174
174
$271K 0.03%
6,260
175
$269K 0.03%
2,143
5 6
7
8 9