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
$758M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$2.79M
3 +$2.52M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.6M

Top Sells

1 +$8.16M
2 +$4.35M
3 +$3.95M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$3.76M
5
CCL icon
Carnival Corp
CCL
+$3.06M

Sector Composition

1 Technology 16.82%
2 Healthcare 11.75%
3 Consumer Discretionary 8.57%
4 Financials 6.51%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.8M 0.9%
53,313
+914
27
$6.76M 0.89%
74,358
+321
28
$6.64M 0.88%
67,782
-1,637
29
$6.57M 0.87%
146,916
+3,892
30
$6.52M 0.86%
83,565
+5,342
31
$6.43M 0.85%
59,176
-1,409
32
$6.42M 0.85%
25,509
+1,141
33
$6.37M 0.84%
132,834
-724
34
$6.16M 0.81%
54,034
-1,361
35
$5.92M 0.78%
54,728
+360
36
$5.91M 0.78%
62,542
+2,975
37
$5.86M 0.77%
134,565
+14,947
38
$5.67M 0.75%
81,639
-518
39
$5.55M 0.73%
60,133
+1,402
40
$5.51M 0.73%
46,058
-460
41
$5.51M 0.73%
73,110
+19
42
$5.46M 0.72%
287,288
-146,439
43
$5.46M 0.72%
105,400
+1,380
44
$5.36M 0.71%
77,284
-3,880
45
$5.2M 0.69%
22,963
+286
46
$4.97M 0.66%
113,049
-85,483
47
$4.96M 0.65%
95,153
-120
48
$4.95M 0.65%
214,269
+1,049
49
$4.89M 0.65%
56,716
-1,542
50
$4.86M 0.64%
74,107
+10,660