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
$757M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$8.1M
2 +$6.3M
3 +$5.82M
4
ABB
ABB Ltd
ABB
+$5.81M
5
LUV icon
Southwest Airlines
LUV
+$5.01M

Top Sells

1 +$7.49M
2 +$5.78M
3 +$3.57M
4
CVS icon
CVS Health
CVS
+$3.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.14M

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
551
-250
552
-2,001
553
-245
554
-1,529
555
-140
556
-4,367
557
-129
558
-1,450
559
-1,580
560
-95
561
-1,053
562
-522
563
-249
564
-1,510
565
-400
566
-46
567
-1,854
568
-980
569
-834
570
-110
571
-26,320
572
-40
573
-3,700
574
-1,299
575
-100