LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
1-Year Return
16.17%
This Quarter Return
+6.7%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$825M
AUM Growth
+$71.4M
(+9.5%)
Cap. Flow
+$25.9M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
18.81%
Holding
863
New
93
Increased
209
Reduced
202
Closed
55
Top Buys
| 1 |
iShares MSCI Europe Financials ETF
EUFN
|
+$10.1M |
| 2 |
Invesco KBW Bank ETF
KBWB
|
+$7.54M |
| 3 |
Kellanova
K
|
+$5.73M |
| 4 |
ABB
ABB Ltd.
ABB
|
+$3.68M |
| 5 |
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
|
+$3.61M |
Top Sells
| 1 |
Federated Hermes
FHI
|
+$4.19M |
| 2 |
GE Aerospace
GE
|
+$3.69M |
| 3 |
Crown Castle
CCI
|
+$2.82M |
| 4 |
Ventas
VTR
|
+$2.81M |
| 5 |
Johnson Controls International
JCI
|
+$2.79M |
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 10.77% |
| 3 | Financials | 8.6% |
| 4 | Industrials | 7.19% |
| 5 | Consumer Discretionary | 7.15% |
