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
576
$10K ﹤0.01%
175
577
$9K ﹤0.01%
220
-3,580
578
$9K ﹤0.01%
140
579
$9K ﹤0.01%
100
580
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475
581
$9K ﹤0.01%
100
582
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73
583
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383
584
$9K ﹤0.01%
324
585
$9K ﹤0.01%
75
586
$9K ﹤0.01%
1,510
587
$9K ﹤0.01%
100
588
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80
589
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61
590
$9K ﹤0.01%
2,356
591
$9K ﹤0.01%
585
592
$8K ﹤0.01%
540
593
$8K ﹤0.01%
540
594
$8K ﹤0.01%
214
595
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+558
596
$8K ﹤0.01%
185
597
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114
598
$8K ﹤0.01%
78
+70
599
$8K ﹤0.01%
46
600
$8K ﹤0.01%
287