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
$667M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.6M
3
+$4.46M
4
DG icon
Dollar General
DG
+$4.38M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.33M

Top Sells

1
+$4.25M
2
+$3.7M
3
+$3.66M
4
ESRX
Express Scripts Holding Company
ESRX
+$3.4M
5
MRK icon
Merck
MRK
+$3.22M

Sector Composition

1 Technology 14.3%
2 Healthcare 11.01%
3 Industrials 8.87%
4 Financials 8.65%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.97M 0.45%
48,982
-53,083
77
$2.94M 0.44%
73,285
-7,000
78
$2.9M 0.43%
25,535
-695
79
$2.72M 0.41%
26,565
+1,455
80
$2.69M 0.4%
38,064
+14,013
81
$2.64M 0.4%
15,860
+1,714
82
$2.64M 0.4%
24,603
+2,292
83
$2.51M 0.38%
55,429
-830
84
$2.5M 0.38%
54,808
-32
85
$2.5M 0.38%
37,763
+839
86
$2.24M 0.34%
76,134
+4,680
87
$2.23M 0.33%
9,346
-1,543
88
$2.17M 0.33%
34,869
+1,553
89
$2.13M 0.32%
39,984
+31,352
90
$2.12M 0.32%
18,756
+4,255
91
$2.08M 0.31%
8,749
+8,524
92
$2.07M 0.31%
7,564
-268
93
$2.06M 0.31%
36,015
+13,200
94
$2.03M 0.31%
+52,270
95
$1.95M 0.29%
11,035
+220
96
$1.92M 0.29%
81,006
+65,209
97
$1.83M 0.27%
57,104
+40,448
98
$1.8M 0.27%
40,235
-30,465
99
$1.79M 0.27%
67,592
-7,358
100
$1.73M 0.26%
38,897
+19,276
2 3
4
5 6