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
$758M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$2.79M
3
+$2.52M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.6M

Top Sells

1
+$8.16M
2
+$4.35M
3
+$3.95M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$3.76M
5
CCL icon
Carnival Corp
CCL
+$3.06M

Sector Composition

1 Technology 16.82%
2 Healthcare 11.75%
3 Consumer Discretionary 8.57%
4 Financials 6.51%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.21M 0.42%
42,977
-3,376
77
$3.19M 0.42%
73,549
+376
78
$3.05M 0.4%
54,824
-21,013
79
$2.98M 0.39%
36,505
-12,670
80
$2.95M 0.39%
39,314
+6,644
81
$2.95M 0.39%
40,724
-732
82
$2.83M 0.37%
38,840
-1,116
83
$2.82M 0.37%
131,012
-10,765
84
$2.82M 0.37%
42,137
+1,444
85
$2.79M 0.37%
+101,995
86
$2.77M 0.37%
32,036
+716
87
$2.74M 0.36%
29,299
-9,568
88
$2.71M 0.36%
20,673
-82
89
$2.63M 0.35%
8,738
+671
90
$2.61M 0.34%
16,386
-2,391
91
$2.6M 0.34%
28,181
-316
92
$2.51M 0.33%
57,752
-140
93
$2.5M 0.33%
49,002
-3,255
94
$2.45M 0.32%
44,136
-31,464
95
$2.44M 0.32%
36,460
-16,728
96
$2.28M 0.3%
25,554
-2,625
97
$2.25M 0.3%
20,570
-485
98
$2.22M 0.29%
20,403
-2,073
99
$2.19M 0.29%
21,850
+3,500
100
$2.14M 0.28%
89,814
-475
2 3
4
5 6