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
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$5.77M
3
+$5.49M
4
UNH icon
UnitedHealth
UNH
+$5.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.67M

Top Sells

1
+$11.7M
2
+$7.51M
3
+$3.9M
4
SBUX icon
Starbucks
SBUX
+$3.79M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.84M

Sector Composition

1 Technology 19.62%
2 Healthcare 9.63%
3 Consumer Discretionary 8.16%
4 Consumer Staples 7.15%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.34M 0.44%
72,104
-1,819
77
$3.23M 0.43%
34,609
-31
78
$3.22M 0.43%
37,499
-380
79
$3.18M 0.42%
40,071
+3,980
80
$3.04M 0.4%
38,843
-1,317
81
$2.89M 0.38%
17,904
-725
82
$2.8M 0.37%
25,457
+1,516
83
$2.73M 0.36%
80,161
-20,001
84
$2.7M 0.36%
94,640
-628
85
$2.57M 0.34%
27,355
-300
86
$2.55M 0.34%
50,091
+2,105
87
$2.47M 0.33%
27,441
-525
88
$2.45M 0.32%
24,037
-620
89
$2.45M 0.32%
29,257
-986
90
$2.39M 0.32%
53,322
-642
91
$2.26M 0.3%
17,337
-295
92
$2.17M 0.29%
27,015
-582
93
$2.16M 0.29%
9,778
-88
94
$2.16M 0.29%
13,110
-140
95
$2.15M 0.28%
54,384
-105
96
$2.07M 0.27%
17,476
+26
97
$2.02M 0.27%
14,726
-80
98
$1.94M 0.26%
26,469
-1,065
99
$1.94M 0.26%
108,598
+2,168
100
$1.9M 0.25%
25,056
-790
2 3
4
5 6