LNB

Ledyard National Bank Portfolio holdings

AUM $1.16B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$850M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.7M
3
+$9.27M
4
CVS icon
CVS Health
CVS
+$5.28M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.54M

Top Sells

1
+$9.31M
2
+$4.78M
3
+$3.95M
4
LH icon
Labcorp
LH
+$3.9M
5
META icon
Meta Platforms (Facebook)
META
+$2.99M

Sector Composition

1 Technology 18.44%
2 Healthcare 12%
3 Financials 9.72%
4 Consumer Staples 8.04%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-62,407
202
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-1,503
203
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-8,916
204
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-1,691
205
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-34,181
206
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-4,215
207
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-5,843
208
– –
-5,079
209
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-22,171
210
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-22,019
211
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-19,847
212
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-9,737
213
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-15,139
214
– –
-2,859
5 6 7 8
9