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
$757M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.3M
3
+$5.82M
4
ABB
ABB Ltd
ABB
+$5.81M
5
LUV icon
Southwest Airlines
LUV
+$5.01M

Top Sells

1
+$7.49M
2
+$5.78M
3
+$3.57M
4
CVS icon
CVS Health
CVS
+$3.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.14M

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
51
$5.29M 0.7%
49,860
-12,682
52
$5.24M 0.69%
206,086
-8,183
53
$5.24M 0.69%
76,455
-4,344
54
$5.06M 0.67%
56,233
-483
55
$5.02M 0.66%
96,784
+96,564
56
$4.84M 0.64%
100,455
-12,594
57
$4.8M 0.63%
94,159
+5,219
58
$4.79M 0.63%
232,830
-7,156
59
$4.79M 0.63%
55,563
-508
60
$4.74M 0.63%
28,404
-117
61
$4.67M 0.62%
71,926
-4,863
62
$4.59M 0.61%
59,927
+3,463
63
$4.43M 0.59%
16,640
-6,323
64
$4.37M 0.58%
54,301
+4,248
65
$4.14M 0.55%
81,653
-7,512
66
$3.93M 0.52%
9,563
+9,323
67
$3.9M 0.52%
52,666
-19,674
68
$3.87M 0.51%
102,798
-23,632
69
$3.78M 0.5%
112,605
-6,973
70
$3.77M 0.5%
+45,895
71
$3.71M 0.49%
32,627
-10,006
72
$3.49M 0.46%
41,099
+1,785
73
$3.42M 0.45%
17,023
-171
74
$3.29M 0.43%
20,339
-317
75
$3.25M 0.43%
40,059
-2,078
1 2
3
4 5