LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
1-Year Return
16.17%
This Quarter Return
+20.31%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$750M
AUM Growth
+$95.3M
(+15%)
Cap. Flow
-$22.9M
Cap. Flow
% of AUM
-3.05%
Top 10 Holdings %
Top 10 Hldgs %
28.07%
Holding
243
New
17
Increased
49
Reduced
126
Closed
25
Top Buys
| 1 |
Public Service Enterprise Group
PEG
|
$9.65M |
| 2 |
Target
TGT
|
$5.62M |
| 3 |
Charles Schwab
SCHW
|
$5.39M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.15M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.21M |
Top Sells
| 1 |
Cummins
CMI
|
$4.13M |
| 2 |
Dominion Energy
D
|
$3.99M |
| 3 |
Southwest Airlines
LUV
|
$3.71M |
| 4 |
TotalEnergies
TTE
|
$3.34M |
| 5 |
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% |
