LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
1-Year Return
16.17%
This Quarter Return
+10.64%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$1.04B
AUM Growth
+$77M
(+8%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
30.11%
Holding
246
New
10
Increased
64
Reduced
131
Closed
6
Top Buys
| 1 |
Regeneron Pharmaceuticals
REGN
|
$945K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$792K |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$736K |
| 4 |
Verizon
VZ
|
$571K |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$551K |
Top Sells
| 1 |
Coupang
CPNG
|
$1.79M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$1.28M |
| 3 |
Apple
AAPL
|
$1.15M |
| 4 |
Charles Schwab
SCHW
|
$1.03M |
| 5 |
Home Depot
HD
|
$971K |
Sector Composition
| 1 | Technology | 23.33% |
| 2 | Healthcare | 9.57% |
| 3 | Financials | 9.4% |
| 4 | Consumer Discretionary | 8.25% |
| 5 | Consumer Staples | 5.84% |
