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
$871M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$6.23M
3
+$2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.37M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$668K

Top Sells

1
+$11.6M
2
+$4.32M
3
+$1.68M
4
CPNG icon
Coupang
CPNG
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.27M

Sector Composition

1 Technology 20.23%
2 Healthcare 10.66%
3 Financials 8.64%
4 Consumer Staples 7.78%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.03%
+1,837
177
$268K 0.03%
4,260
178
$267K 0.03%
1,496
+26
179
$267K 0.03%
3,354
+62
180
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1,601
181
$261K 0.03%
6,299
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182
$261K 0.03%
1,730
183
$257K 0.03%
745
-37
184
$254K 0.03%
6,060
-200
185
$249K 0.03%
1,506
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186
$246K 0.03%
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187
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6,769
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188
$239K 0.03%
3,179
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189
$238K 0.03%
2,075
-175
190
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191
$225K 0.03%
4,121
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192
$225K 0.03%
4,300
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193
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194
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2,298
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195
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926
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196
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197
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841
-150
198
$203K 0.02%
+5,035
199
$155K 0.02%
10,058
200
$138K 0.02%
10,933
-1,100
5 6 7
8
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