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
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$5.77M
3
+$5.49M
4
UNH icon
UnitedHealth
UNH
+$5.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.67M

Top Sells

1
+$11.7M
2
+$7.51M
3
+$3.9M
4
SBUX icon
Starbucks
SBUX
+$3.79M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.84M

Sector Composition

1 Technology 19.62%
2 Healthcare 9.63%
3 Consumer Discretionary 8.16%
4 Consumer Staples 7.15%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.49M 0.99%
53,875
+1,710
27
$7.48M 0.99%
51,217
+200
28
$7.36M 0.97%
131,956
-605
29
$7.22M 0.95%
50,811
-937
30
$7.2M 0.95%
260,620
-4,510
31
$7.16M 0.95%
136,215
+7,565
32
$7.05M 0.93%
180,984
+2,529
33
$7.02M 0.93%
114,260
-1,145
34
$6.74M 0.89%
73,072
-283
35
$6.68M 0.88%
45,082
+852
36
$6.62M 0.87%
60,182
+4,772
37
$6.61M 0.87%
99,317
+4,367
38
$6.6M 0.87%
34,101
-207
39
$6.57M 0.87%
74,317
-42,816
40
$6.46M 0.85%
21,785
+967
41
$6.39M 0.84%
104,920
+20
42
$6.34M 0.84%
21,251
+460
43
$6.2M 0.82%
47,982
-1,278
44
$6.11M 0.81%
28,230
-245
45
$6.09M 0.8%
100,958
+9,320
46
$5.79M 0.77%
64,769
+9,040
47
$5.77M 0.76%
+223,679
48
$5.65M 0.75%
25,984
+24,404
49
$5.63M 0.74%
104,256
+2,440
50
$5.61M 0.74%
104,546
-2,927
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