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
$750M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$5.62M
3
+$5.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.21M

Top Sells

1
+$4.13M
2
+$3.99M
3
+$3.71M
4
TTE icon
TotalEnergies
TTE
+$3.34M
5
LYB icon
LyondellBasell Industries
LYB
+$3.05M

Sector Composition

1 Technology 23.39%
2 Healthcare 10.52%
3 Consumer Discretionary 8.83%
4 Financials 8.27%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.42M 1.12%
39,217
+967
27
$8.15M 1.09%
45,660
+1,638
28
$8.07M 1.08%
59,763
-381
29
$8.04M 1.07%
27,267
-459
30
$8.02M 1.07%
34,002
-31
31
$7.99M 1.06%
60,419
+1,189
32
$7.96M 1.06%
151,834
-1,992
33
$7.7M 1.03%
17,688
+678
34
$7.36M 0.98%
217,376
-1,005
35
$7.29M 0.97%
51,604
+1,118
36
$7.22M 0.96%
78,789
+2,649
37
$6.79M 0.91%
134,366
+1,061
38
$6.76M 0.9%
73,828
+339
39
$6.66M 0.89%
69,608
-8,875
40
$6.6M 0.88%
40,002
-1,815
41
$6.52M 0.87%
88,352
+5,646
42
$6.41M 0.85%
90,680
+3,520
43
$6.29M 0.84%
49,558
+1,404
44
$6.18M 0.82%
27,218
-52
45
$6.17M 0.82%
111,820
+3,910
46
$6.1M 0.81%
50,882
+46,862
47
$5.92M 0.79%
19,198
-2,799
48
$5.8M 0.77%
97,797
-4,395
49
$5.76M 0.77%
78,219
+3,907
50
$5.54M 0.74%
43,880
-1,782
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