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
$1.03B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.45M
3
+$3.13M
4
LMT icon
Lockheed Martin
LMT
+$2.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.56M

Top Sells

1
+$4.85M
2
+$3.69M
3
+$3.1M
4
PFE icon
Pfizer
PFE
+$2.11M
5
FHI icon
Federated Hermes
FHI
+$1.68M

Sector Composition

1 Technology 19.83%
2 Healthcare 8.33%
3 Financials 6.14%
4 Consumer Discretionary 5.69%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.03%
710
-16
177
$297K 0.03%
1,464
-170
178
$296K 0.03%
3,536
-313
179
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556
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180
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181
$277K 0.03%
+11,135
182
$276K 0.03%
+11,604
183
$274K 0.03%
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-1
184
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+5
185
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186
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4,508
187
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188
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1,492
-1,267
189
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2,841
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190
$257K 0.03%
1,878
+4
191
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250
192
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194
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195
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196
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197
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198
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1,487
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199
$241K 0.02%
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200
$240K 0.02%
1,303
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5 6 7
8
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