LNB

Ledyard National Bank Portfolio holdings

AUM $1.16B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$6.26M
3
+$3.39M
4
EXC icon
Exelon
EXC
+$1.65M
5
UTHR icon
United Therapeutics
UTHR
+$1.37M

Top Sells

1
+$7.86M
2
+$3.12M
3
+$2.18M
4
MSFT icon
Microsoft
MSFT
+$2.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M

Sector Composition

1 Technology 18.54%
2 Healthcare 6.66%
3 Financials 6.64%
4 Consumer Discretionary 4.66%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZO icon
176
AutoZone
AZO
$61.4B
$363K 0.03%
107
MDY icon
177
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.6B
$361K 0.03%
598
KLAC icon
178
KLA
KLAC
$188B
$360K 0.03%
296
YUM icon
179
Yum! Brands
YUM
$43.2B
$358K 0.03%
2,368
SHEL icon
180
Shell
SHEL
$218B
$357K 0.03%
4,863
-25
GS icon
181
Goldman Sachs
GS
$281B
$350K 0.03%
398
-47
PODD icon
182
Insulet
PODD
$18B
$349K 0.03%
+1,227
CMF icon
183
iShares California Muni Bond ETF
CMF
$3.9B
$345K 0.03%
6,000
IWM icon
184
iShares Russell 2000 ETF
IWM
$76B
$344K 0.03%
1,397
-53
BK icon
185
Bank of New York Mellon
BK
$82.5B
$343K 0.03%
2,956
-2
PHO icon
186
Invesco Water Resources ETF
PHO
$2.15B
$340K 0.03%
4,831
-179
CAC icon
187
Camden National
CAC
$805M
$337K 0.03%
7,760
IWD icon
188
iShares Russell 1000 Value ETF
IWD
$69.3B
$333K 0.03%
1,582
-20
IBDS icon
189
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.66B
$331K 0.03%
13,640
-94
AMP icon
190
Ameriprise Financial
AMP
$48.1B
$329K 0.03%
671
-38
VRT icon
191
Vertiv
VRT
$71.2B
$328K 0.03%
+2,024
MDLZ icon
192
Mondelez International
MDLZ
$75.4B
$324K 0.03%
6,022
-1,455
VLO icon
193
Valero Energy
VLO
$55.3B
$322K 0.03%
1,981
+20
NDAQ icon
194
Nasdaq
NDAQ
$55.3B
$320K 0.03%
3,294
+15
ECL icon
195
Ecolab
ECL
$79.9B
$318K 0.03%
1,212
+1
ISRG icon
196
Intuitive Surgical
ISRG
$179B
$314K 0.03%
+554
TSLA icon
197
Tesla
TSLA
$1.62T
$307K 0.03%
683
+140
GEV icon
198
GE Vernova
GEV
$196B
$301K 0.03%
460
+18
SNY icon
199
Sanofi
SNY
$114B
$295K 0.03%
6,091
-322
PEG icon
200
Public Service Enterprise Group
PEG
$41.1B
$291K 0.03%
3,630
+26
6 7
8
9 10