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
$750M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$5.62M
3
+$5.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.21M

Top Sells

1
+$4.13M
2
+$3.99M
3
+$3.71M
4
TTE icon
TotalEnergies
TTE
+$3.34M
5
LYB icon
LyondellBasell Industries
LYB
+$3.05M

Sector Composition

1 Technology 23.39%
2 Healthcare 10.52%
3 Consumer Discretionary 8.83%
4 Financials 8.27%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.48M 0.73%
42,186
-8,179
52
$5.39M 0.72%
+159,827
53
$5.34M 0.71%
58,530
-8,021
54
$5.31M 0.71%
60,727
+1,825
55
$4.74M 0.63%
37,048
-2,104
56
$4.73M 0.63%
56,124
-6,994
57
$4.69M 0.62%
74,910
+13,702
58
$4.65M 0.62%
74,923
+3,462
59
$4.58M 0.61%
90,908
-8,402
60
$4.48M 0.6%
51,275
+2,717
61
$4.47M 0.6%
168,154
+36,862
62
$4.22M 0.56%
23,419
+101
63
$4.14M 0.55%
126,712
-24,094
64
$4.04M 0.54%
38,669
-993
65
$3.99M 0.53%
62,674
-3,172
66
$3.94M 0.52%
78,509
-3,025
67
$3.85M 0.51%
64,108
+2,844
68
$3.58M 0.48%
70,025
+751
69
$3.49M 0.47%
27,346
-1,102
70
$3.48M 0.46%
36,309
-3,211
71
$3.13M 0.42%
162,672
-45,736
72
$3.05M 0.41%
50,139
-3,592
73
$2.99M 0.4%
81,852
-29,281
74
$2.51M 0.34%
27,499
-591
75
$2.51M 0.33%
31,981
-3,758
1 2
3
4 5