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
$758M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$2.79M
3 +$2.52M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.6M

Top Sells

1 +$8.16M
2 +$4.35M
3 +$3.95M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$3.76M
5
CCL icon
Carnival Corp
CCL
+$3.06M

Sector Composition

1 Technology 16.82%
2 Healthcare 11.75%
3 Consumer Discretionary 8.57%
4 Financials 6.51%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$16K ﹤0.01%
384
527
$16K ﹤0.01%
+250
528
$16K ﹤0.01%
1,350
-388
529
$16K ﹤0.01%
413
530
$16K ﹤0.01%
74
531
$16K ﹤0.01%
61
-29
532
$16K ﹤0.01%
250
533
$16K ﹤0.01%
213
-76
534
$16K ﹤0.01%
+500
535
$16K ﹤0.01%
225
536
$16K ﹤0.01%
50
537
$15K ﹤0.01%
522
538
$15K ﹤0.01%
1,483
539
$15K ﹤0.01%
411
540
$15K ﹤0.01%
60
541
$15K ﹤0.01%
1,050
-100
542
$15K ﹤0.01%
650
543
$14K ﹤0.01%
701
544
$14K ﹤0.01%
315
545
$14K ﹤0.01%
164
546
$14K ﹤0.01%
237
547
$14K ﹤0.01%
60
548
$14K ﹤0.01%
810
-472,153
549
$14K ﹤0.01%
1,580
550
$14K ﹤0.01%
233