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
$871M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$6.08M
3
+$2.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.34M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$668K

Top Sells

1
+$11.3M
2
+$3.87M
3
+$1.52M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AMZN icon
Amazon
AMZN
+$1.19M

Sector Composition

1 Technology 20.23%
2 Healthcare 10.66%
3 Financials 8.64%
4 Consumer Staples 7.78%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-934
202
– –
-858
203
– –
-5,456
5 6 7 8
9