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
$828M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.95M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.06M
5
CPNG icon
Coupang
CPNG
+$1.06M

Top Sells

1
+$7.37M
2
+$5.66M
3
+$5.1M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.58M
5
UNH icon
UnitedHealth
UNH
+$3.21M

Sector Composition

1 Technology 19.92%
2 Healthcare 11.98%
3 Financials 9.23%
4 Consumer Discretionary 8.55%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$298K 0.04%
1,946
177
$295K 0.04%
1,749
-274
178
$291K 0.04%
6,420
-100
179
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1,567
+120
180
$279K 0.03%
130
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181
$275K 0.03%
5,566
-217
182
$272K 0.03%
807
-1
183
$265K 0.03%
2,469
-405
184
$263K 0.03%
3,749
-73
185
$261K 0.03%
17,220
-1,420
186
$259K 0.03%
2,859
-110
187
$258K 0.03%
5,055
-360
188
$254K 0.03%
10,000
189
$249K 0.03%
1,470
+20
190
$248K 0.03%
1,613
+18
191
$246K 0.03%
4,329
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192
$246K 0.03%
5,843
193
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+2,143
194
$242K 0.03%
1,092
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195
$234K 0.03%
6,182
-166
196
$229K 0.03%
2,473
-209
197
$225K 0.03%
910
-99
198
$225K 0.03%
1,986
+40
199
$223K 0.03%
2,638
-13
200
$221K 0.03%
2,400
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8
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