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
251
$82K 0.01%
500
252
$80K 0.01%
653
253
$78K 0.01%
3,179
254
$77K 0.01%
450
255
$77K 0.01%
550
-30
256
$76K 0.01%
1,087
+90
257
$76K 0.01%
655
-16,794
258
$76K 0.01%
2,300
259
$76K 0.01%
1,907
-20
260
$74K 0.01%
1,000
-300
261
$74K 0.01%
1,112
262
$74K 0.01%
3,057
-2,335
263
$74K 0.01%
+1,000
264
$73K 0.01%
1,580
-220
265
$73K 0.01%
2,480
-183
266
$72K 0.01%
1,969
267
$72K 0.01%
400
268
$68K 0.01%
2,258
269
$67K 0.01%
+12,920
270
$66K 0.01%
+800
271
$66K 0.01%
738
+58
272
$66K 0.01%
881
-66
273
$65K 0.01%
1,120
-90
274
$65K 0.01%
1,537
275
$64K 0.01%
1,152
9 10
11
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