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
276
$64K 0.01%
1,000
277
$62K 0.01%
650
+200
278
$62K 0.01%
4,300
279
$61K 0.01%
1,100
280
$61K 0.01%
2,000
281
$59K 0.01%
2,825
282
$57K 0.01%
670
+570
283
$57K 0.01%
880
284
$56K 0.01%
1,000
285
$56K 0.01%
564
286
$56K 0.01%
2,160
287
$56K 0.01%
1,009
288
$56K 0.01%
1,000
289
$55K 0.01%
1,064
290
$55K 0.01%
347
291
$55K 0.01%
702
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292
$53K 0.01%
1,873
293
$52K 0.01%
2,500
294
$52K 0.01%
1,720
295
$51K 0.01%
649
296
$50K 0.01%
769
297
$50K 0.01%
1,750
298
$50K 0.01%
799
+80
299
$50K 0.01%
1,200
300
$50K 0.01%
525
10 11
12
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