We are live on ! Find out more
LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$5.96M
3
+$5.88M
4
VIS icon
Vanguard Industrials ETF
VIS
+$5.63M
5
LUV icon
Southwest Airlines
LUV
+$5.09M

Top Sells

1
+$7.34M
2
+$5.58M
3
+$3.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.06M

Sector Composition

1 Technology 20.44%
2 Healthcare 10.93%
3 Consumer Discretionary 8.53%
4 Financials 6.16%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-319
527
– –
-2,400
528
– –
-1,080
529
– –
-100
530
– –
-2,365
531
– –
-100
532
– –
-562
533
– –
-3,545
534
– –
-68
535
– –
-574
536
– –
-182
537
– –
-170
538
– –
-1,423
539
– –
-400
540
– –
-340
541
– –
-381
542
– –
-4,023
543
– –
-6
544
– –
-10
545
– –
-120
546
– –
-70
547
– –
-1,450
548
– –
-50
549
– –
-900
550
– –
-100
20 21
22
23 24