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
$572M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.55M
3
+$3.66M
4
KSS icon
Kohl's
KSS
+$3.01M
5
IVZ icon
Invesco
IVZ
+$2.69M

Top Sells

1
+$5.32M
2
+$1.95M
3
+$1.95M
4
TRP icon
TC Energy
TRP
+$1.32M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$899K

Sector Composition

1 Healthcare 12.66%
2 Technology 12.65%
3 Financials 9.76%
4 Industrials 8.53%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$11K ﹤0.01%
588
502
$11K ﹤0.01%
101
+6
503
$11K ﹤0.01%
+600
504
$11K ﹤0.01%
74
505
$11K ﹤0.01%
585
506
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120
507
$10K ﹤0.01%
157
508
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288
509
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200
510
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164
511
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116
512
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167
+116
513
$10K ﹤0.01%
500
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515
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269
516
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548
517
$10K ﹤0.01%
622
518
$9K ﹤0.01%
+131
519
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200
520
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384
521
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130
522
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523
$9K ﹤0.01%
+300
524
$9K ﹤0.01%
536
525
$9K ﹤0.01%
296
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