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
$1.06B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.2M
3
+$3.11M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Top Sells

1
+$2.6M
2
+$2.58M
3
+$2.54M
4
AVGO icon
Broadcom
AVGO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.16%
2 Healthcare 6.75%
3 Financials 6.48%
4 Consumer Discretionary 5.55%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$440K 0.04%
21,931
-1,819
152
$429K 0.04%
4,812
+5
153
$427K 0.04%
6,075
-500
154
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2,194
-156
155
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6,696
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156
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819
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157
$407K 0.04%
2,016
-292
158
$395K 0.04%
741
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159
$379K 0.04%
11,665
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160
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653
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161
$371K 0.03%
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162
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163
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1,259
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164
$344K 0.03%
+6,000
165
$341K 0.03%
5,646
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166
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106
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169
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170
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4,352
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171
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2,356
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$315K 0.03%
3,549
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173
$312K 0.03%
3,855
-158
174
$310K 0.03%
9,358
-1,527
175
$305K 0.03%
2,173
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7
8 9