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
$568M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$6.79M
3
+$6.59M
4
TV icon
Televisa
TV
+$5.31M
5
GM icon
General Motors
GM
+$5.07M

Top Sells

1
+$11.8M
2
+$6.29M
3
+$5.48M
4
VAW icon
Vanguard Materials ETF
VAW
+$4.6M
5
QCOM icon
Qualcomm
QCOM
+$3.97M

Sector Composition

1 Technology 11.02%
2 Consumer Discretionary 10.48%
3 Financials 9.04%
4 Industrials 8.9%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.29M 0.76%
24,262
+3,209
52
$4.29M 0.76%
229,145
-178,857
53
$4.25M 0.75%
250,585
+249,110
54
$4.08M 0.72%
61,449
-2,222
55
$4.04M 0.71%
50,810
-534
56
$4.03M 0.71%
97,530
+7,450
57
$3.97M 0.7%
40,915
+40,795
58
$3.87M 0.68%
62,099
+14,954
59
$3.79M 0.67%
+88,165
60
$3.67M 0.65%
56,757
+3,780
61
$3.61M 0.64%
59,888
+440
62
$3.46M 0.61%
26,984
-1,043
63
$3.45M 0.61%
36,505
+1,250
64
$3.39M 0.6%
43,782
-418
65
$3.38M 0.6%
113,905
+575
66
$3.27M 0.58%
78,110
+9,057
67
$3.25M 0.57%
50,713
+7,398
68
$3.24M 0.57%
114,651
-1,592
69
$3.19M 0.56%
71,216
+9,145
70
$3.16M 0.56%
78,355
+4,820
71
$3.09M 0.54%
+51,880
72
$3.07M 0.54%
136,250
+130,680
73
$2.62M 0.46%
56,119
-4,080
74
$2.58M 0.45%
56,766
+831
75
$2.49M 0.44%
52,980
-1,856
1 2
3
4 5