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
601
$8K ﹤0.01%
400
602
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-189
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$7K ﹤0.01%
270
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148
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271
-2,729
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50
607
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608
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110
611
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182
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70
-568
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105
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$6K ﹤0.01%
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150
-150
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+270
619
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100
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+350
621
$6K ﹤0.01%
49
622
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77
623
$6K ﹤0.01%
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624
$6K ﹤0.01%
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625
$6K ﹤0.01%
299