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
426
$18K ﹤0.01%
353
427
$18K ﹤0.01%
200
428
$18K ﹤0.01%
700
429
$17K ﹤0.01%
114
430
$17K ﹤0.01%
210
+125
431
$17K ﹤0.01%
+1,480
432
$17K ﹤0.01%
290
-33,315
433
$17K ﹤0.01%
211
434
$17K ﹤0.01%
400
435
$17K ﹤0.01%
224
+80
436
$17K ﹤0.01%
1,683
437
$16K ﹤0.01%
200
438
$16K ﹤0.01%
280
439
$16K ﹤0.01%
841
440
$16K ﹤0.01%
310
441
$16K ﹤0.01%
165
+50
442
$16K ﹤0.01%
400
443
$16K ﹤0.01%
491
444
$16K ﹤0.01%
72
445
$16K ﹤0.01%
+400
446
$16K ﹤0.01%
350
447
$16K ﹤0.01%
606
448
$15K ﹤0.01%
561
449
$15K ﹤0.01%
350
-170
450
$15K ﹤0.01%
528
16 17
18
19 20