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
$757M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.3M
3
+$5.82M
4
ABB
ABB Ltd
ABB
+$5.81M
5
LUV icon
Southwest Airlines
LUV
+$5.01M

Top Sells

1
+$7.49M
2
+$5.78M
3
+$3.57M
4
CVS icon
CVS Health
CVS
+$3.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.14M

Sector Composition

1 Technology 20.44%
2 Healthcare 10.93%
3 Consumer Discretionary 8.53%
4 Financials 6.16%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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-800
403
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-49
404
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-60
405
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-3,566
406
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407
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-2,750
408
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-50
409
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-4,680
410
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411
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-695
412
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413
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414
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-285
415
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-718
416
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-87
417
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-1,423
418
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-2,000
419
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-389
420
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421
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-850
422
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-70
423
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-2
424
– –
-1,710
425
– –
-1,178
15 16
17
18 19