LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
This Quarter Return
+0.31%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$967M
AUM Growth
+$967M
(-0.98%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
28.42%
Holding
244
New
5
Increased
52
Reduced
141
Closed
8
Top Buys
| 1 |
Coupang
CPNG
|
$1.79M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$1.31M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$1.28M |
| 4 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$985K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$824K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.52M |
| 2 |
GE Aerospace
GE
|
$2.87M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$1.07M |
| 4 |
Microsoft
MSFT
|
$851K |
| 5 |
Home Depot
HD
|
$833K |
Sector Composition
| 1 | Technology | 21.89% |
| 2 | Financials | 9.94% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 5.96% |
