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
526
$9K ﹤0.01%
+81
527
$9K ﹤0.01%
416
528
$9K ﹤0.01%
259
529
$9K ﹤0.01%
72
530
$8K ﹤0.01%
50
531
$8K ﹤0.01%
1,800
532
$8K ﹤0.01%
270
533
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700
534
$8K ﹤0.01%
46
535
$8K ﹤0.01%
74
536
$8K ﹤0.01%
1,103
537
$8K ﹤0.01%
+184
538
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500
-650
539
$8K ﹤0.01%
170
540
$8K ﹤0.01%
190
541
$8K ﹤0.01%
61
542
$8K ﹤0.01%
211
543
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544
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100
-800
545
$7K ﹤0.01%
110
546
$7K ﹤0.01%
110
547
$7K ﹤0.01%
126
548
$7K ﹤0.01%
92
549
$7K ﹤0.01%
+100
550
$7K ﹤0.01%
158