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
$1.03B
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.67M
3
+$2.58M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$845K

Top Sells

1
+$5.16M
2
+$2.43M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.81M
5
ETN icon
Eaton
ETN
+$1.73M

Sector Composition

1 Technology 18.57%
2 Healthcare 8.94%
3 Financials 6.57%
4 Consumer Staples 6.17%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$232K 0.02%
+1,373
202
$232K 0.02%
1,372
-50
203
$230K 0.02%
4,013
-200
204
$227K 0.02%
6,040
205
$217K 0.02%
2,333
-50
206
$216K 0.02%
4,214
-100
207
$213K 0.02%
3,679
208
$213K 0.02%
1,513
-169
209
$210K 0.02%
+2,584
210
$208K 0.02%
+3,300
211
$206K 0.02%
1,008
-180
212
$206K 0.02%
+1,267
213
$206K 0.02%
1,675
-200
214
$205K 0.02%
+725
215
$203K 0.02%
+2,818
216
$201K 0.02%
+6,046
217
– –
-6,536
218
– –
-1,169
219
– –
-5,829
220
– –
-7,645
5 6 7 8
9