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
$791M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.88M
3
+$2.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Top Sells

1
+$6.83M
2
+$3.13M
3
+$2.82M
4
ROK icon
Rockwell Automation
ROK
+$2.41M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Sector Composition

1 Technology 23.09%
2 Healthcare 10.64%
3 Consumer Discretionary 9.25%
4 Consumer Staples 7.81%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.76M 0.73%
43,608
-272
52
$5.54M 0.7%
81,490
+6,580
53
$5.47M 0.69%
16,348
-2,850
54
$5M 0.63%
34,387
-2,661
55
$4.95M 0.63%
53,740
-2,384
56
$4.91M 0.62%
23,539
+120
57
$4.88M 0.62%
+136,956
58
$4.83M 0.61%
92,165
+1,257
59
$4.82M 0.61%
73,438
-1,485
60
$4.63M 0.59%
91,187
-6,610
61
$4.48M 0.57%
51,536
+261
62
$4.43M 0.56%
47,992
-10,538
63
$4.31M 0.54%
36,901
-1,768
64
$4.14M 0.52%
60,837
-1,837
65
$3.9M 0.49%
26,550
-796
66
$3.8M 0.48%
54,768
-9,340
67
$3.66M 0.46%
35,323
-986
68
$3.45M 0.44%
68,762
-1,263
69
$3.28M 0.41%
64,234
-14,275
70
$3.24M 0.41%
25,802
+570
71
$3.21M 0.41%
86,249
+4,397
72
$3.13M 0.4%
49,118
-1,021
73
$2.91M 0.37%
26,754
-745
74
$2.55M 0.32%
100,821
+2,249
75
$2.46M 0.31%
125,499
-37,173
1 2
3
4 5