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
$572M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.55M
3
+$3.66M
4
KSS icon
Kohl's
KSS
+$3.01M
5
IVZ icon
Invesco
IVZ
+$2.69M

Top Sells

1
+$5.32M
2
+$1.95M
3
+$1.95M
4
TRP icon
TC Energy
TRP
+$1.32M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$899K

Sector Composition

1 Healthcare 12.66%
2 Technology 12.65%
3 Financials 9.76%
4 Industrials 8.53%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$113K 0.02%
1,098
227
$112K 0.02%
2,000
228
$108K 0.02%
5,155
229
$106K 0.02%
1,929
230
$105K 0.02%
2,200
231
$103K 0.02%
2,325
232
$102K 0.02%
6,711
+532
233
$101K 0.02%
1,777
-773
234
$100K 0.02%
1,033
-13
235
$97K 0.02%
2,172
+260
236
$95K 0.02%
279
237
$95K 0.02%
2,282
-100
238
$94K 0.02%
1,114
+40
239
$94K 0.02%
1,150
240
$94K 0.02%
3,560
+383
241
$93K 0.02%
2,168
242
$93K 0.02%
+3,000
243
$91K 0.02%
+4,000
244
$90K 0.02%
667
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245
$84K 0.01%
1,039
+50
246
$84K 0.01%
2,000
247
$84K 0.01%
965
+100
248
$84K 0.01%
1,645
249
$84K 0.01%
10,000
250
$83K 0.01%
1,500
8 9
10
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