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
626
-200
627
-1,098
628
-361
629
-100
630
-2,092
631
-156
632
-336
633
-1,250
634
-210
635
-75
636
-116
637
-2,758
638
-1,420
639
-1,632
640
-1,655
641
-450
642
-2,485
643
-45
644
-1,483
645
-413
646
-74
647
-61
648
-775
649
-1,603
650
-10