We are live on ! Find out more
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
$750M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$5.72M
3
+$5.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.03M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.2M

Top Sells

1
+$4.13M
2
+$3.99M
3
+$3.71M
4
TTE icon
TotalEnergies
TTE
+$3.34M
5
LYB icon
LyondellBasell Industries
LYB
+$3.05M

Sector Composition

1 Technology 23.39%
2 Healthcare 10.52%
3 Consumer Discretionary 8.83%
4 Financials 8.27%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-13,462
227
– –
-237,682
228
– –
-40,500
229
– –
-4,087
230
– –
-2,297
231
– –
-26,200
232
– –
-89,702
233
– –
-4,828
234
– –
-10,377
235
– –
-55,302
236
– –
-7,318
237
– –
-48,869
238
– –
-11,500
239
– –
-104,126
240
– –
-38,064
241
– –
-6,435
242
– –
-10,397
243
– –
-1,587
6 7 8 9
10