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
$871M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$6.23M
3
+$2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.37M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$668K

Top Sells

1
+$11.6M
2
+$4.32M
3
+$1.68M
4
CPNG icon
Coupang
CPNG
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.27M

Sector Composition

1 Technology 20.23%
2 Healthcare 10.66%
3 Financials 8.64%
4 Consumer Staples 7.78%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$416K 0.05%
4,741
-43
152
$412K 0.05%
4,965
-1,405
153
$406K 0.05%
4,695
-25
154
$391K 0.04%
1,014
-147
155
$386K 0.04%
7,439
-4,055
156
$384K 0.04%
6,678
157
$382K 0.04%
7,225
-1,050
158
$380K 0.04%
6,080
-186,232
159
$379K 0.04%
5,293
+99
160
$368K 0.04%
802
+343
161
$358K 0.04%
3,681
-508
162
$342K 0.04%
38,870
163
$335K 0.04%
12,050
164
$331K 0.04%
6,014
165
$324K 0.04%
1,987
+41
166
$323K 0.04%
1,412
-115
167
$320K 0.04%
1,341
-5
168
$320K 0.04%
11,510
-2,520
169
$317K 0.04%
3,388
170
$316K 0.04%
9,984
171
$313K 0.04%
4,956
-51
172
$308K 0.04%
820
-35
173
$307K 0.04%
125
-5
174
$284K 0.03%
2,125
-18
175
$281K 0.03%
3,861
+89
5 6
7
8 9