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
$556M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.53M
3
+$3.27M
4
MRK icon
Merck
MRK
+$2.96M
5
SRCL
Stericycle Inc
SRCL
+$2.67M

Top Sells

1
+$4.05M
2
+$2.95M
3
+$2.17M
4
IVZ icon
Invesco
IVZ
+$2.06M
5
COF icon
Capital One
COF
+$1.9M

Sector Composition

1 Technology 12.75%
2 Healthcare 12.7%
3 Financials 9.31%
4 Industrials 8.88%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.74%
85,647
+73,852
52
$3.95M 0.71%
104,000
-106,760
53
$3.86M 0.69%
148,947
-47,603
54
$3.58M 0.64%
17,570
+2,035
55
$3.53M 0.64%
250,518
-14,557
56
$3.52M 0.63%
26,455
+4,290
57
$3.51M 0.63%
51,770
-948
58
$3.46M 0.62%
33,163
-670
59
$3.32M 0.6%
102,866
-22,997
60
$3.31M 0.6%
55,997
-825
61
$3.27M 0.59%
+94,555
62
$3.27M 0.59%
2,566
-12
63
$3.2M 0.58%
74,395
-2,345
64
$3.06M 0.55%
36,775
+4,155
65
$3M 0.54%
30,731
+26,375
66
$2.99M 0.54%
9,750
-1,428
67
$2.94M 0.53%
33,977
-3,065
68
$2.87M 0.52%
22,814
-60
69
$2.79M 0.5%
30,966
-1,593
70
$2.78M 0.5%
31,125
-660
71
$2.76M 0.5%
38,690
+35,077
72
$2.76M 0.5%
36,687
+112
73
$2.71M 0.49%
28,154
-3,225
74
$2.69M 0.48%
22,301
+22,136
75
$2.69M 0.48%
37,330
+7,485
1 2
3
4 5