LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
1-Year Return
16.17%
This Quarter Return
+1.65%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$588M
AUM Growth
-$13M
(-2.2%)
Cap. Flow
-$17.1M
Cap. Flow
% of AUM
-2.91%
Top 10 Holdings %
Top 10 Hldgs %
27%
Holding
771
New
56
Increased
99
Reduced
139
Closed
66
Top Buys
| 1 |
American Tower
AMT
|
+$5.69M |
| 2 |
Capital One
COF
|
+$5.66M |
| 3 |
Starbucks
SBUX
|
+$5.24M |
| 4 |
Macy's
M
|
+$4.49M |
| 5 |
HF Sinclair
DINO
|
+$4.4M |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$10.4M |
| 2 |
Mattel
MAT
|
+$6.96M |
| 3 |
McDonald's
MCD
|
+$5.36M |
| 4 |
The Mosaic Company
MOS
|
+$4.39M |
| 5 |
Expeditors International
EXPD
|
+$3.77M |
Sector Composition
| 1 | Technology | 12.86% |
| 2 | Consumer Discretionary | 10.25% |
| 3 | Industrials | 10.17% |
| 4 | Healthcare | 10.08% |
| 5 | Financials | 9.66% |
