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
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14M
3
+$12.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$11.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.36%
2 Consumer Discretionary 10.01%
3 Financials 9.65%
4 Industrials 7.87%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$66K 0.01%
+650
202
$65K 0.01%
+897
203
$65K 0.01%
+5,350
204
$65K 0.01%
+1,471
205
$63K 0.01%
+1,537
206
$63K 0.01%
+6,150
207
$63K 0.01%
+1,800
208
$62K 0.01%
+998
209
$61K 0.01%
+625
210
$61K 0.01%
+3,837
211
$60K 0.01%
+1,536
212
$59K 0.01%
+2,000
213
$59K 0.01%
+4,500
214
$55K 0.01%
+4,284
215
$54K 0.01%
+470
216
$53K 0.01%
+1,769
217
$53K 0.01%
+625
218
$52K 0.01%
+2,104
219
$51K 0.01%
+875
220
$51K 0.01%
+1,400
221
$50K 0.01%
+250
222
$50K 0.01%
+839
223
$49K 0.01%
+600
224
$49K 0.01%
+780
225
$49K 0.01%
+580
7 8
9
10 11