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
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14M
3
+$12.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$11.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.36%
2 Consumer Discretionary 10.01%
3 Financials 9.65%
4 Industrials 7.87%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$104K 0.02%
+438
177
$103K 0.02%
+3,522
178
$102K 0.02%
+2,436
179
$102K 0.02%
+1,440
180
$102K 0.02%
+1,200
181
$100K 0.02%
+1,000
182
$96K 0.02%
+1,700
183
$95K 0.02%
+1,933
184
$95K 0.02%
+1,155
185
$95K 0.02%
+2,379
186
$93K 0.02%
+3,000
187
$91K 0.02%
+2,196
188
$90K 0.02%
+2,185
189
$85K 0.02%
+1,425
190
$82K 0.02%
+1,900
191
$81K 0.02%
+1,300
192
$81K 0.02%
+3,410
193
$79K 0.01%
+818
194
$79K 0.01%
+1,000
195
$79K 0.01%
+1,225
196
$79K 0.01%
+1,200
197
$78K 0.01%
+950
198
$72K 0.01%
+4,146
199
$71K 0.01%
+2,000
200
$69K 0.01%
+1,171
6 7
8
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