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
$918M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.18M
3
+$5.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Top Sells

1
+$9.25M
2
+$5.03M
3
+$4.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.96%
3 Financials 8.18%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$311K 0.03%
5,944
-1,495
177
$310K 0.03%
1,647
+46
178
$300K 0.03%
749
+4
179
$289K 0.03%
1,730
180
$289K 0.03%
9,984
181
$288K 0.03%
3,880
+19
182
$287K 0.03%
4,540
+280
183
$287K 0.03%
1,533
+37
184
$282K 0.03%
1,513
+7
185
$281K 0.03%
+5,595
186
$280K 0.03%
6,276
-23
187
$277K 0.03%
4,424
-1,656
188
$273K 0.03%
3,374
+20
189
$260K 0.03%
920
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190
$258K 0.03%
1,865
191
$250K 0.03%
+710
192
$249K 0.03%
6,112
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193
$244K 0.03%
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194
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6,769
195
$238K 0.03%
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196
$228K 0.02%
2,040
-35
197
$227K 0.02%
+2,052
198
$222K 0.02%
2,198
-100
199
$211K 0.02%
2,749
+114
200
$209K 0.02%
+630
5 6 7
8
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