LNB

Ledyard National Bank Portfolio holdings

AUM $1.16B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 12.64%
3 Financials 9.76%
4 Industrials 8.54%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$25K ﹤0.01%
1,500
377
$25K ﹤0.01%
615
-142
378
$25K ﹤0.01%
130
+28
379
$25K ﹤0.01%
3,667
380
$25K ﹤0.01%
635
381
$25K ﹤0.01%
324
+88
382
$25K ﹤0.01%
706
383
$25K ﹤0.01%
184
384
$25K ﹤0.01%
774
385
$24K ﹤0.01%
+200
386
$24K ﹤0.01%
112
387
$24K ﹤0.01%
544
388
$24K ﹤0.01%
840
389
$24K ﹤0.01%
181
390
$24K ﹤0.01%
370
+295
391
$24K ﹤0.01%
900
392
$23K ﹤0.01%
455
393
$23K ﹤0.01%
396
394
$23K ﹤0.01%
890
395
$23K ﹤0.01%
449
396
$22K ﹤0.01%
63
397
$22K ﹤0.01%
231
398
$22K ﹤0.01%
340
399
$22K ﹤0.01%
493
400
$22K ﹤0.01%
340
14 15
16
17 18