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
$972M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$2.45M
3 +$2.32M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$877K

Top Sells

1 +$3.33M
2 +$2.66M
3 +$1.14M
4
ETN icon
Eaton
ETN
+$644K
5
EVRG icon
Evergy
EVRG
+$401K

Sector Composition

1 Technology 19.9%
2 Healthcare 9.22%
3 Financials 6.84%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$432K 0.04%
1,426
-130
152
$429K 0.04%
4,148
+200
153
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5,233
-190
154
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157
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2,550
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162
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163
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164
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4,695
165
$336K 0.03%
1,673
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166
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169
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170
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1,298
171
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172
$318K 0.03%
+508
173
$314K 0.03%
11,600
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174
$312K 0.03%
5,829
175
$308K 0.03%
119