LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.18M
3
+$673K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$438K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$386K

Top Sells

1
+$2.5M
2
+$1.39M
3
+$1.33M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
AAPL icon
Apple
AAPL
+$1.08M

Sector Composition

1 Technology 19.42%
2 Financials 7%
3 Healthcare 5.99%
4 Consumer Discretionary 5.07%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$351K 0.03%
1,450
-150
177
$350K 0.03%
4,888
-3
178
$348K 0.03%
709
-2
179
$342K 0.03%
6,000
180
$334K 0.03%
+13,734
181
$334K 0.03%
1,961
+9
182
$332K 0.03%
1,211
+6
183
$326K 0.03%
1,602
+237
184
$322K 0.03%
2,958
+19
185
$319K 0.03%
296
+4
186
$303K 0.03%
6,413
-676
187
$301K 0.03%
3,604
-10
188
$299K 0.03%
7,760
-83
189
$296K 0.03%
2,032
-20
190
$290K 0.03%
3,279
191
$286K 0.03%
1,325
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192
$276K 0.02%
6,128
193
$272K 0.02%
442
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194
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3,257
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195
$264K 0.02%
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196
$259K 0.02%
948
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197
$258K 0.02%
2,139
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198
$254K 0.02%
1,509
-3
199
$250K 0.02%
+5,411
200
$248K 0.02%
3,016
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8
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