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
651
$3K ﹤0.01%
360
652
$3K ﹤0.01%
30
-26
653
$3K ﹤0.01%
34
+3
654
$3K ﹤0.01%
152
655
$2K ﹤0.01%
50
656
$2K ﹤0.01%
39
657
$2K ﹤0.01%
150
658
$2K ﹤0.01%
100
659
$2K ﹤0.01%
83
660
$2K ﹤0.01%
56
661
$2K ﹤0.01%
72
-85
662
$2K ﹤0.01%
150
663
$2K ﹤0.01%
42
-43
664
$2K ﹤0.01%
+18
665
$2K ﹤0.01%
74
666
$2K ﹤0.01%
37
667
$2K ﹤0.01%
74
668
$2K ﹤0.01%
225
669
$2K ﹤0.01%
154
670
$2K ﹤0.01%
55
-53
671
$1K ﹤0.01%
140
672
$1K ﹤0.01%
+42
673
– –
-1
674
$1K ﹤0.01%
60
675
– –
0
25 26
27
28 29