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
$539M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$14M
3 +$12.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$11.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.36%
2 Consumer Discretionary 10.01%
3 Financials 9.65%
4 Industrials 7.87%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.8M 3.48%
+424,493
2
$14M 2.6%
+154,956
3
$12.2M 2.27%
+864,360
4
$11.9M 2.21%
+161,914
5
$11.8M 2.19%
+205,857
6
$11.8M 2.18%
+280,409
7
$11.7M 2.17%
+105,424
8
$11.5M 2.13%
+238,574
9
$10.9M 2.03%
+110,570
10
$10.7M 1.99%
+236,213
11
$10.5M 1.94%
+157,733
12
$10.4M 1.93%
+391,684
13
$9.85M 1.83%
+406,577
14
$8.83M 1.64%
+134,127
15
$8.3M 1.54%
+759,477
16
$7.63M 1.42%
+408,002
17
$7.59M 1.41%
+192,916
18
$7.46M 1.38%
+340,150
19
$7.41M 1.37%
+165,670
20
$7.28M 1.35%
+94,594
21
$7.23M 1.34%
+105,253
22
$7M 1.3%
+206,630
23
$6.99M 1.3%
+114,656
24
$6.91M 1.28%
+61,775
25
$6.82M 1.27%
+272,494