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
$878M
AUM Growth
-$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.81M
3
+$2.22M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.99M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.88M

Top Sells

1
+$7.78M
2
+$4.33M
3
+$4.02M
4
PNC icon
PNC Financial Services
PNC
+$3.35M
5
CFG icon
Citizens Financial Group
CFG
+$2.92M

Sector Composition

1 Technology 19.16%
2 Healthcare 10.12%
3 Financials 6.86%
4 Consumer Staples 6.35%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.24M 0.71%
68,377
-969
52
$5.96M 0.68%
89,112
+603
53
$5.67M 0.65%
130,987
+9,328
54
$5.24M 0.6%
66,822
+821
55
$5.12M 0.58%
81,314
-869
56
$4.55M 0.52%
89,668
+127
57
$4.4M 0.5%
39,814
-1,826
58
$4.1M 0.47%
58,665
-5,910
59
$4.03M 0.46%
9,423
-40
60
$3.76M 0.43%
22,220
+323
61
$3.75M 0.43%
17,664
-892
62
$3.4M 0.39%
63,962
-974
63
$3.39M 0.39%
28,802
-1,700
64
$3.38M 0.38%
20,601
-97
65
$3.33M 0.38%
20,933
66
$2.82M 0.32%
55,847
+1,154
67
$2.71M 0.31%
47,348
+2,167
68
$2.6M 0.3%
37,846
-1,768
69
$2.6M 0.3%
10,797
+275
70
$2.55M 0.29%
47,910
+645
71
$2.54M 0.29%
17,027
-8
72
$2.37M 0.27%
44,239
-656
73
$2.14M 0.24%
3,976
+20
74
$2.13M 0.24%
18,507
-1,093
75
$2.01M 0.23%
11,897
+176
1 2
3
4 5