LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
This Quarter Return
+8.25%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$1.03B
AUM Growth
+$1.03B
(+6.3%)
Cap. Flow
-$7.49M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
37.34%
Holding
220
New
11
Increased
37
Reduced
135
Closed
4
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.38M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$3.67M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.58M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$2.08M |
| 5 |
Walmart
WMT
|
$1.93M |
Top Sells
| 1 |
Federated Hermes
FHI
|
$5.16M |
| 2 |
Broadcom
AVGO
|
$2.43M |
| 3 |
Microsoft
MSFT
|
$1.83M |
| 4 |
Apple
AAPL
|
$1.81M |
| 5 |
Eaton
ETN
|
$1.73M |
Sector Composition
| 1 | Technology | 18.57% |
| 2 | Healthcare | 8.94% |
| 3 | Financials | 6.57% |
| 4 | Consumer Staples | 6.17% |
| 5 | Consumer Discretionary | 6.1% |
