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
$572M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.55M
3
+$3.66M
4
KSS icon
Kohl's
KSS
+$3.01M
5
IVZ icon
Invesco
IVZ
+$2.69M

Top Sells

1
+$5.32M
2
+$1.95M
3
+$1.95M
4
TRP icon
TC Energy
TRP
+$1.32M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$899K

Sector Composition

1 Healthcare 12.66%
2 Technology 12.65%
3 Financials 9.76%
4 Industrials 8.53%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.49%
37,295
+774
77
$2.69M 0.47%
+71,890
78
$2.63M 0.46%
18,961
-1,821
79
$2.54M 0.44%
53,485
+53,285
80
$2.35M 0.41%
36,605
-2,985
81
$2.29M 0.4%
134,433
+38
82
$2.23M 0.39%
27,803
+994
83
$2.21M 0.39%
83,351
-21,023
84
$2.06M 0.36%
42,457
-5,050
85
$1.99M 0.35%
26,775
+4,925
86
$1.94M 0.34%
14,231
-862
87
$1.88M 0.33%
11,600
88
$1.71M 0.3%
10,989
-157
89
$1.67M 0.29%
41,020
-32,545
90
$1.6M 0.28%
22,966
+2,428
91
$1.52M 0.27%
51,121
+201
92
$1.47M 0.26%
22,093
-435
93
$1.42M 0.25%
57,732
-2,291
94
$1.39M 0.24%
23,524
-5,380
95
$1.37M 0.24%
34,820
-13,358
96
$1.33M 0.23%
26,000
97
$1.33M 0.23%
+14,995
98
$1.29M 0.23%
16,102
-210
99
$1.17M 0.2%
9,751
-444
100
$1.16M 0.2%
10,400
+1,495
2 3
4
5 6