LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$5.96M
3
+$5.88M
4
VIS icon
Vanguard Industrials ETF
VIS
+$5.63M
5
LUV icon
Southwest Airlines
LUV
+$5.09M

Top Sells

1
+$7.34M
2
+$5.58M
3
+$3.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.06M

Sector Composition

1 Technology 20.44%
2 Healthcare 10.93%
3 Consumer Discretionary 8.53%
4 Financials 6.16%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.04%
5,859
-8,720
227
$312K 0.04%
7,631
-18
228
$307K 0.04%
1,923
-38
229
$305K 0.04%
1,901
230
$299K 0.04%
875
231
$299K 0.04%
1,973
232
$298K 0.04%
6,190
-6,500
233
$290K 0.04%
1,171
-25
234
$279K 0.04%
4,782
-125
235
$277K 0.04%
5,233
-317
236
$274K 0.04%
6,192
-14,710
237
$272K 0.04%
9,338
-3,418
238
$269K 0.04%
1,900
239
$268K 0.04%
5,353
+20
240
$267K 0.04%
4,227
241
$260K 0.03%
10,000
242
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243
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244
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9,702
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245
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2,204
-100
246
$244K 0.03%
3,500
247
$243K 0.03%
1,900
-810
248
$241K 0.03%
6,638
-418
249
$236K 0.03%
2,128
+1,628
250
$236K 0.03%
1,055
-25
8 9
10
11 12