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
$757M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.3M
3
+$5.82M
4
ABB
ABB Ltd
ABB
+$5.81M
5
LUV icon
Southwest Airlines
LUV
+$5.01M

Top Sells

1
+$7.49M
2
+$5.78M
3
+$3.57M
4
CVS icon
CVS Health
CVS
+$3.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.14M

Sector Composition

1 Technology 20.44%
2 Healthcare 10.93%
3 Consumer Discretionary 8.53%
4 Financials 6.16%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.42%
19,946
-727
77
$3.15M 0.42%
43,138
-8,263
78
$3.11M 0.41%
37,704
+1,244
79
$3.05M 0.4%
68,875
-4,674
80
$3.05M 0.4%
35,091
-7,886
81
$3.01M 0.4%
25,866
-3,433
82
$2.93M 0.39%
32,833
-18,389
83
$2.83M 0.37%
30,857
-5,648
84
$2.76M 0.37%
54,259
-13,232
85
$2.75M 0.36%
56,932
-820
86
$2.67M 0.35%
26,600
+4,750
87
$2.63M 0.35%
15,166
-1,220
88
$2.56M 0.34%
31,971
-8,753
89
$2.51M 0.33%
50,952
-3,872
90
$2.45M 0.32%
30,859
-7,981
91
$2.45M 0.32%
24,924
-630
92
$2.4M 0.32%
31,051
-46,233
93
$2.39M 0.32%
100,894
-30,118
94
$2.34M 0.31%
13,345
-50
95
$2.27M 0.3%
37,438
+6,868
96
$2.26M 0.3%
26,890
-88,942
97
$2.25M 0.3%
20,262
-308
98
$2.23M 0.29%
18,095
-2,308
99
$2.17M 0.29%
26,906
-1,275
100
$2.05M 0.27%
33,796
-10,340
2 3
4
5 6