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
$972M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.45M
3
+$2.32M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$877K

Top Sells

1
+$3.33M
2
+$2.66M
3
+$1.14M
4
ETN icon
Eaton
ETN
+$644K
5
EVRG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$296K 0.03%
4,300
177
$295K 0.03%
3,780
-40
178
$290K 0.03%
6,007
-27
179
$285K 0.03%
+5,471
180
$276K 0.03%
726
181
$267K 0.03%
1,613
182
$265K 0.03%
1,623
-107
183
$260K 0.03%
+3,987
184
$259K 0.03%
4,508
185
$259K 0.03%
+4,981
186
$258K 0.03%
+1,874
187
$256K 0.03%
+555
188
$254K 0.03%
4,884
189
$253K 0.03%
4,134
-505
190
$251K 0.03%
6,769
191
$249K 0.03%
3,126
192
$246K 0.03%
+1,169
193
$244K 0.03%
+1,188
194
$244K 0.03%
1,865
195
$238K 0.02%
+7,645
196
$236K 0.02%
4,213
-274
197
$227K 0.02%
+1,542
198
$227K 0.02%
1,143
-260
199
$225K 0.02%
+1,732
200
$224K 0.02%
1,422
-43
5 6 7
8
9