LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
This Quarter Return
+10.17%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$972M
AUM Growth
+$972M
(+11%)
Cap. Flow
+$9.46M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
36.36%
Holding
211
New
18
Increased
64
Reduced
97
Closed
2
Top Buys
| 1 |
Caterpillar
CAT
|
$3.23M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$2.45M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.32M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.61M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$877K |
Top Sells
| 1 |
Repligen
RGEN
|
$3.33M |
| 2 |
Vanguard Industrials ETF
VIS
|
$2.66M |
| 3 |
Broadcom
AVGO
|
$1.14M |
| 4 |
Eaton
ETN
|
$644K |
| 5 |
Evergy
EVRG
|
$401K |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Healthcare | 9.22% |
| 3 | Financials | 6.84% |
| 4 | Consumer Discretionary | 6.2% |
| 5 | Consumer Staples | 6.07% |
