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
$758M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$2.79M
3 +$2.52M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.6M

Top Sells

1 +$8.16M
2 +$4.35M
3 +$3.95M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$3.76M
5
CCL icon
Carnival Corp
CCL
+$3.06M

Sector Composition

1 Technology 16.82%
2 Healthcare 11.75%
3 Consumer Discretionary 8.57%
4 Financials 6.51%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$228K 0.03%
3,928
-644
252
$223K 0.03%
7,609
-30,611
253
$221K 0.03%
3,355
+1,135
254
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8,115
255
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1,367
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256
$219K 0.03%
7,056
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257
$218K 0.03%
260
258
$215K 0.03%
1,900
259
$212K 0.03%
11,220
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260
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6,230
261
$207K 0.03%
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262
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2,346
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263
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1,080
264
$200K 0.03%
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265
$190K 0.03%
7,380
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266
$186K 0.02%
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267
$177K 0.02%
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268
$176K 0.02%
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$176K 0.02%
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-4,310
270
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6,184
272
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4,367
-40
273
$173K 0.02%
1,854
-386
274
$171K 0.02%
1,085
275
$169K 0.02%
2,000