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
51
$4.83M 0.64%
80,799
+3,480
52
$4.77M 0.63%
19,094
+626
53
$4.62M 0.61%
34,567
+31
54
$4.51M 0.6%
76,789
-11,819
55
$4.48M 0.59%
72,340
+425
56
$4.48M 0.59%
79,716
+44,756
57
$4.47M 0.59%
28,550
+294
58
$4.4M 0.58%
89,165
-62,002
59
$4.37M 0.58%
200,035
-17,157
60
$4.31M 0.57%
56,071
+410
61
$4.27M 0.56%
88,940
-10,121
62
$4.24M 0.56%
87,218
-89,427
63
$4.22M 0.56%
42,633
-670
64
$4.21M 0.55%
126,430
-63,723
65
$4.04M 0.53%
56,464
+2,913
66
$3.96M 0.52%
239,986
-12,140
67
$3.95M 0.52%
51,222
-9,618
68
$3.77M 0.5%
51,401
-4,143
69
$3.74M 0.49%
28,521
-7,667
70
$3.6M 0.48%
119,578
+11,607
71
$3.51M 0.46%
17,194
-148
72
$3.45M 0.45%
23,392
+1,084
73
$3.44M 0.45%
50,053
+2,590
74
$3.4M 0.45%
67,491
+6,874
75
$3.3M 0.44%
20,656
-7,945
1 2
3
4 5