LNB

Ledyard National Bank Portfolio holdings

AUM $1.12B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.25M
3
+$1.67M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.49M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$12.5M
2
+$5.89M
3
+$4.77M
4
AAPL icon
Apple
AAPL
+$1.74M
5
MSFT icon
Microsoft
MSFT
+$1.73M

Sector Composition

1 Technology 17.34%
2 Healthcare 7.25%
3 Financials 7.16%
4 Consumer Discretionary 5.26%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.03%
4,322
+48
177
$295K 0.03%
1,479
178
$293K 0.03%
6,367
179
$292K 0.03%
1,151
+6
180
$290K 0.03%
3,094
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181
$285K 0.03%
11,779
182
$283K 0.03%
3,371
+11
183
$280K 0.03%
+6,195
184
$273K 0.03%
3,318
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185
$272K 0.03%
59
186
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1,441
187
$262K 0.03%
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188
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1,970
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189
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423
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190
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469
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191
$250K 0.02%
2,052
192
$250K 0.02%
1,450
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193
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194
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195
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196
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9,535
197
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2,185
-16
198
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4,518
+10
199
$234K 0.02%
2,919
+10
200
$233K 0.02%
1,376
-3
5 6 7
8
9