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
$1.06B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.2M
3
+$3.11M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Top Sells

1
+$2.6M
2
+$2.58M
3
+$2.54M
4
AVGO icon
Broadcom
AVGO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.16%
2 Healthcare 6.75%
3 Financials 6.48%
4 Consumer Discretionary 5.55%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.03%
1,827
+574
177
$299K 0.03%
475
-94
178
$293K 0.03%
59
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179
$289K 0.03%
3,425
-131
180
$284K 0.03%
11,779
181
$278K 0.03%
486
+16
182
$276K 0.03%
1,491
+99
183
$269K 0.03%
2,960
+78
184
$268K 0.03%
1,145
+31
185
$264K 0.02%
2,052
186
$263K 0.02%
2,909
+35
187
$263K 0.02%
2,201
+37
188
$261K 0.02%
2,573
189
$258K 0.02%
3,360
-1,269
190
$253K 0.02%
1,441
+3
191
$252K 0.02%
4,884
192
$251K 0.02%
3,252
-72
193
$250K 0.02%
4,120
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194
$249K 0.02%
4,508
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195
$242K 0.02%
2,719
-100
196
$240K 0.02%
1,961
+17
197
$240K 0.02%
6,367
+19
198
$239K 0.02%
9,535
-1,600
199
$235K 0.02%
3,076
+216
200
$234K 0.02%
569
-311
5 6 7
8
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