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
$967M
AUM Growth
-$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.31M
3
+$1.28M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$985K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$824K

Top Sells

1
+$3.52M
2
+$1.07M
3
+$851K
4
HD icon
Home Depot
HD
+$833K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$820K

Sector Composition

1 Technology 21.89%
2 Financials 9.94%
3 Healthcare 9.34%
4 Consumer Discretionary 8.4%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.81M 0.7%
32,033
+901
52
$6.79M 0.7%
40,768
-1,016
53
$6.71M 0.69%
52,110
+707
54
$6.63M 0.69%
96,336
-1,059
55
$6.62M 0.68%
100,929
-2,772
56
$6.51M 0.67%
120,619
+3,425
57
$6.34M 0.66%
78,213
+439
58
$6.12M 0.63%
27,773
-285
59
$6.01M 0.62%
85,218
+693
60
$5.99M 0.62%
22,706
-794
61
$5.87M 0.61%
29,998
-256
62
$5.36M 0.55%
86,160
+2,071
63
$5.32M 0.55%
86,167
+2,151
64
$5.25M 0.54%
161,489
-2,704
65
$5.21M 0.54%
31,624
+36
66
$5.14M 0.53%
11,970
-1,129
67
$4.97M 0.51%
105,840
+4,690
68
$4.8M 0.5%
7,926
-165
69
$4.31M 0.45%
28,841
-1,303
70
$4.24M 0.44%
56,274
+10,485
71
$4.07M 0.42%
51,771
-460
72
$3.86M 0.4%
29,325
-2,500
73
$3.81M 0.39%
55,919
-441
74
$3.77M 0.39%
32,058
-2,084
75
$3.56M 0.37%
23,692
-1,141
1 2
3
4 5