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
$876M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.58M
3
+$2.85M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.72M

Top Sells

1
+$4.04M
2
+$3.03M
3
+$2.19M
4
AAPL icon
Apple
AAPL
+$1.84M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.56M

Sector Composition

1 Technology 22.48%
2 Healthcare 10.4%
3 Consumer Discretionary 8.61%
4 Financials 8.13%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.56M 0.75%
111,630
+2,220
52
$6.45M 0.74%
42,103
-1,505
53
$6.39M 0.73%
152,193
+15,237
54
$6.16M 0.7%
52,992
-748
55
$6.15M 0.7%
29,012
-10,323
56
$6.12M 0.7%
76,153
+2,715
57
$5.75M 0.66%
15,388
-960
58
$5.74M 0.66%
23,440
-99
59
$5.52M 0.63%
91,689
-476
60
$5.23M 0.6%
177,486
+155,317
61
$5.08M 0.58%
33,225
-1,162
62
$4.92M 0.56%
61,767
+930
63
$4.86M 0.55%
51,417
-119
64
$4.75M 0.54%
85,514
-5,673
65
$4.46M 0.51%
42,055
-5,937
66
$4.26M 0.49%
32,798
-4,103
67
$4.16M 0.47%
53,857
-911
68
$4.11M 0.47%
87,433
+1,184
69
$3.93M 0.45%
33,845
-1,478
70
$3.67M 0.42%
22,859
-3,691
71
$3.66M 0.42%
7,572
+5,641
72
$3.61M 0.41%
25,535
-267
73
$3.59M 0.41%
100,445
-376
74
$3.33M 0.38%
68,558
-204
75
$3.3M 0.38%
45,218
-3,900
1 2
3
4 5