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
$537M
AUM Growth
-$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$4.29M
3 +$4.07M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$3.24M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.09M

Top Sells

1 +$12.9M
2 +$7.79M
3 +$5.01M
4
TJX icon
TJX Companies
TJX
+$4.89M
5
TSM icon
TSMC
TSM
+$4.67M

Sector Composition

1 Technology 14.2%
2 Healthcare 13.17%
3 Industrials 9.87%
4 Financials 8.57%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.96M 1.3%
276,688
+10,434
27
$6.95M 1.29%
38,976
-105
28
$6.44M 1.2%
10,118
-533
29
$6.25M 1.16%
87,011
-12,293
30
$6.14M 1.14%
65,532
-2,255
31
$6.04M 1.12%
120,754
+4,276
32
$5.98M 1.11%
123,934
-2,125
33
$5.91M 1.1%
157,268
-4,190
34
$5.69M 1.06%
69,708
-2,128
35
$5.46M 1.02%
142,503
-305
36
$5.21M 0.97%
47,402
-1,890
37
$5.04M 0.94%
341,072
-30,770
38
$5M 0.93%
52,781
-4,282
39
$4.82M 0.9%
51,747
-761
40
$4.81M 0.9%
68,458
-1,876
41
$4.8M 0.89%
37,714
-4,612
42
$4.78M 0.89%
+56,310
43
$4.77M 0.89%
179,188
-3,184
44
$4.76M 0.89%
126,064
-14,066
45
$4.72M 0.88%
24,224
-500
46
$4.66M 0.87%
89,899
-5,900
47
$4.57M 0.85%
117,169
+7,263
48
$4.34M 0.81%
184,611
+182,472
49
$4.3M 0.8%
73,995
-6,795
50
$4.29M 0.8%
60,800
-10,610