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
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$5.77M
3
+$5.49M
4
UNH icon
UnitedHealth
UNH
+$5.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.67M

Top Sells

1
+$11.7M
2
+$7.51M
3
+$3.9M
4
SBUX icon
Starbucks
SBUX
+$3.79M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.84M

Sector Composition

1 Technology 19.62%
2 Healthcare 9.63%
3 Consumer Discretionary 8.16%
4 Consumer Staples 7.15%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.52M 0.73%
33,961
-8
52
$5.5M 0.73%
142,410
+1,340
53
$5.49M 0.72%
+63,261
54
$5.47M 0.72%
81,779
+1,688
55
$5.4M 0.71%
43,371
-167
56
$5.03M 0.66%
204,321
+5,834
57
$4.99M 0.66%
101,767
-10,449
58
$4.87M 0.64%
27,331
-192
59
$4.83M 0.64%
93,823
+1,063
60
$4.8M 0.63%
57,709
+3,739
61
$4.77M 0.63%
172,232
-4,891
62
$4.73M 0.62%
51,959
-162
63
$4.63M 0.61%
16,742
-44
64
$4.38M 0.58%
67,192
-1,892
65
$4.37M 0.58%
227,538
+6,402
66
$4.36M 0.58%
53,761
-558
67
$4.26M 0.56%
81,981
-13,945
68
$4.25M 0.56%
48,881
-711
69
$3.64M 0.48%
100,216
+379
70
$3.64M 0.48%
17,478
+195
71
$3.6M 0.47%
42,177
+423
72
$3.57M 0.47%
61,332
+2,980
73
$3.54M 0.47%
21,761
-58
74
$3.5M 0.46%
28,983
-510
75
$3.35M 0.44%
41,545
-140
1 2
3
4 5