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
401
$22K ﹤0.01%
+165
402
$22K ﹤0.01%
575
403
$21K ﹤0.01%
101
404
$21K ﹤0.01%
370
405
$21K ﹤0.01%
400
-390
406
$21K ﹤0.01%
436
407
$21K ﹤0.01%
580
408
$21K ﹤0.01%
240
-35
409
$21K ﹤0.01%
653
410
$21K ﹤0.01%
105
-41
411
$20K ﹤0.01%
268
412
$20K ﹤0.01%
+1,800
413
$20K ﹤0.01%
323
414
$20K ﹤0.01%
600
415
$20K ﹤0.01%
340
416
$20K ﹤0.01%
460
+230
417
$20K ﹤0.01%
770
418
$20K ﹤0.01%
175
419
$19K ﹤0.01%
332
420
$19K ﹤0.01%
187
421
$19K ﹤0.01%
245
422
$19K ﹤0.01%
307
-76
423
$19K ﹤0.01%
264
-25
424
$18K ﹤0.01%
420
425
$18K ﹤0.01%
211
15 16
17
18 19