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
$1.03B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.45M
3
+$3.13M
4
LMT icon
Lockheed Martin
LMT
+$2.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.56M

Top Sells

1
+$4.85M
2
+$3.69M
3
+$3.1M
4
PFE icon
Pfizer
PFE
+$2.11M
5
FHI icon
Federated Hermes
FHI
+$1.68M

Sector Composition

1 Technology 19.83%
2 Healthcare 8.33%
3 Financials 6.14%
4 Consumer Discretionary 5.69%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$431K 0.04%
6,575
-300
152
$412K 0.04%
2,028
+4
153
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2,084
-228
154
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155
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156
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157
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158
$379K 0.04%
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159
$377K 0.04%
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160
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161
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162
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163
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2,501
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164
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4,795
165
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749
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166
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506
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171
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173
$314K 0.03%
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174
$314K 0.03%
22,064
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175
$311K 0.03%
105
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7
8 9