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
601
$5K ﹤0.01%
181
602
$5K ﹤0.01%
+284
603
$5K ﹤0.01%
+43
604
$5K ﹤0.01%
31
605
$5K ﹤0.01%
+307
606
$5K ﹤0.01%
165
607
$4K ﹤0.01%
100
608
$4K ﹤0.01%
440
609
$4K ﹤0.01%
211
610
$4K ﹤0.01%
+60
611
$4K ﹤0.01%
206
612
$4K ﹤0.01%
91
613
$4K ﹤0.01%
115
614
$4K ﹤0.01%
65
615
$4K ﹤0.01%
71
616
$4K ﹤0.01%
276
617
$4K ﹤0.01%
308
618
$4K ﹤0.01%
+132
619
$4K ﹤0.01%
42
620
$4K ﹤0.01%
72
621
$4K ﹤0.01%
90
622
$4K ﹤0.01%
90
623
$4K ﹤0.01%
120
-255
624
$4K ﹤0.01%
57
-62
625
$4K ﹤0.01%
55
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