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
351
$32K 0.01%
+410
352
$32K 0.01%
580
-31
353
$32K 0.01%
+250
354
$32K 0.01%
392
355
$31K 0.01%
174
356
$31K 0.01%
2,288
357
$31K 0.01%
1,537
358
$30K 0.01%
490
+274
359
$30K 0.01%
334
+150
360
$29K 0.01%
693
+94
361
$29K 0.01%
376
362
$28K ﹤0.01%
500
363
$28K ﹤0.01%
271
364
$28K ﹤0.01%
1,000
365
$28K ﹤0.01%
615
+215
366
$28K ﹤0.01%
431
+80
367
$28K ﹤0.01%
1,837
-225
368
$27K ﹤0.01%
246
369
$27K ﹤0.01%
543
370
$27K ﹤0.01%
1,500
371
$27K ﹤0.01%
601
372
$27K ﹤0.01%
294
+125
373
$26K ﹤0.01%
+600
374
$26K ﹤0.01%
470
375
$26K ﹤0.01%
480
13 14
15
16 17