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
$977M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$5.57M
3
+$1.69M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.35M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$978K

Top Sells

1
+$5.35M
2
+$3.19M
3
+$1.68M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.11M
5
PG icon
Procter & Gamble
PG
+$746K

Sector Composition

1 Technology 21.56%
2 Financials 9.63%
3 Healthcare 9.49%
4 Consumer Discretionary 8.39%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$311K 0.03%
3,156
-94
202
$311K 0.03%
2,960
+15
203
$309K 0.03%
5,059
-558
204
$307K 0.03%
2,252
-1,420
205
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2,400
206
$294K 0.03%
9,309
207
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5,401
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208
$285K 0.03%
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209
$279K 0.03%
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210
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3,761
-359
211
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6,418
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212
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1,106
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213
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2,485
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214
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4,060
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215
$264K 0.03%
6,531
216
$262K 0.03%
2,902
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217
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218
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219
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220
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221
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2,224
222
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3,127
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223
$253K 0.03%
3,064
224
$247K 0.03%
+8,165
225
$246K 0.03%
3,720
6 7 8
9
10