LNB

Ledyard National Bank Portfolio holdings

AUM $1.12B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$6.94M
2 +$6.25M
3 +$1.67M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.49M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1 +$12.5M
2 +$5.89M
3 +$4.77M
4
AAPL icon
Apple
AAPL
+$1.74M
5
MSFT icon
Microsoft
MSFT
+$1.73M

Sector Composition

1 Technology 17.34%
2 Healthcare 7.25%
3 Financials 7.16%
4 Consumer Discretionary 5.26%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$230K 0.02%
2,479
-94
202
$230K 0.02%
867
-25
203
$228K 0.02%
4,596
204
$226K 0.02%
1,913
205
$224K 0.02%
4,259
-625
206
$222K 0.02%
7,304
-2,054
207
$222K 0.02%
2,020
-561
208
$216K 0.02%
2,873
-203
209
$211K 0.02%
1,374
+43
210
$208K 0.02%
1,375
-452
211
$200K 0.02%
404
212
$187K 0.02%
11,398
213
$165K 0.02%
10,995
+73
214
-4,120
215
-7,681
216
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217
-569