LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.18M
3
+$673K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$438K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$386K

Top Sells

1
+$2.5M
2
+$1.39M
3
+$1.33M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
AAPL icon
Apple
AAPL
+$1.08M

Sector Composition

1 Technology 19.42%
2 Financials 7%
3 Healthcare 5.99%
4 Consumer Discretionary 5.07%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$482K 0.04%
5,695
-319
152
$476K 0.04%
13,478
153
$467K 0.04%
7,477
-1,283
154
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155
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107
156
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+3,624
157
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5,628
-97
158
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4,619
159
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884
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160
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1,973
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161
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11,694
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162
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163
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4,334
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164
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165
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166
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170
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172
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2,368
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173
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174
$354K 0.03%
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175
$352K 0.03%
14,479
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