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
$918M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.18M
3
+$5.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Top Sells

1
+$9.25M
2
+$5.03M
3
+$4.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.96%
3 Financials 8.18%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$432K 0.05%
10,220
-1,290
152
$420K 0.05%
2,358
+67
153
$417K 0.05%
14,551
-362
154
$406K 0.04%
6,718
+40
155
$405K 0.04%
4,741
156
$390K 0.04%
6,975
-250
157
$388K 0.04%
5,410
+117
158
$383K 0.04%
4,695
159
$378K 0.04%
5,604
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160
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7,952
-29,172
161
$374K 0.04%
2,157
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162
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4,424
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163
$364K 0.04%
761
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164
$361K 0.04%
3,699
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165
$361K 0.04%
1,467
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166
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167
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168
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38,870
169
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3,492
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170
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171
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1,332
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172
$326K 0.04%
800
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173
$319K 0.03%
34,553
-4,075
174
$319K 0.03%
12,050
175
$312K 0.03%
125
5 6
7
8 9