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
$876M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.58M
3
+$2.85M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.72M

Top Sells

1
+$4.04M
2
+$3.03M
3
+$2.19M
4
AAPL icon
Apple
AAPL
+$1.84M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.56M

Sector Composition

1 Technology 22.48%
2 Healthcare 10.4%
3 Consumer Discretionary 8.61%
4 Financials 8.13%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.15%
71,615
-9,005
27
$10M 1.15%
191,686
+183,175
28
$9.82M 1.12%
37,597
-676
29
$9.2M 1.05%
26,229
-90
30
$9.16M 1.05%
43,576
-1,364
31
$9.02M 1.03%
132,009
-1,262
32
$8.99M 1.03%
76,712
-750
33
$8.83M 1.01%
54,986
-2,435
34
$8.79M 1%
49,821
-835
35
$8.71M 1%
164,286
+106
36
$8.66M 0.99%
72,774
+9,030
37
$8.62M 0.98%
58,100
-275
38
$8.51M 0.97%
17,011
-329
39
$8.08M 0.92%
75,528
-1,006
40
$7.65M 0.87%
87,320
-1,280
41
$7.48M 0.85%
32,542
+281
42
$7.43M 0.85%
45,288
-2,054
43
$7.38M 0.84%
94,492
+3,076
44
$7.19M 0.82%
26,316
-1,454
45
$7.14M 0.82%
59,442
-21
46
$7.1M 0.81%
223,632
+427
47
$7M 0.8%
51,890
+1,278
48
$6.95M 0.79%
138,340
-10,389
49
$6.91M 0.79%
40,658
-350
50
$6.71M 0.77%
88,650
+7,160
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