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
$599M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.8M
3
+$3.21M
4
DEO icon
Diageo
DEO
+$2.77M
5
BA icon
Boeing
BA
+$2.07M

Top Sells

1
+$8.69M
2
+$4.63M
3
+$4.35M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M
5
CA
CA, Inc.
CA
+$3.28M

Sector Composition

1 Technology 13.12%
2 Healthcare 11.53%
3 Industrials 10.25%
4 Financials 8.03%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.19M 1.2%
248,721
-88
27
$7.17M 1.2%
91,992
-5,482
28
$6.98M 1.17%
10,651
29
$6.62M 1.1%
266,254
+11,956
30
$6.61M 1.1%
39,081
-2,930
31
$6.53M 1.09%
190,185
-1,305
32
$6.45M 1.08%
161,458
-1,535
33
$6.41M 1.07%
371,842
-51,980
34
$6.23M 1.04%
126,059
-1,665
35
$6.17M 1.03%
49,292
-1,410
36
$6.1M 1.02%
67,787
-1,655
37
$5.93M 0.99%
71,836
-1,725
38
$5.86M 0.98%
70,678
+69,947
39
$5.79M 0.97%
142,808
-1,245
40
$5.75M 0.96%
57,063
-750
41
$5.7M 0.95%
116,478
+4,268
42
$5.53M 0.92%
258,377
-4,110
43
$5.42M 0.91%
140,130
-7,940
44
$5.38M 0.9%
42,326
+16,276
45
$5.13M 0.86%
70,334
-319
46
$5.04M 0.84%
95,799
+723
47
$5.01M 0.84%
188,380
-4,588
48
$4.95M 0.83%
71,410
-250
49
$4.93M 0.82%
37,146
-635
50
$4.87M 0.81%
182,372
-545
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