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
$750M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$5.62M
3
+$5.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.21M

Top Sells

1
+$4.13M
2
+$3.99M
3
+$3.71M
4
TTE icon
TotalEnergies
TTE
+$3.34M
5
LYB icon
LyondellBasell Industries
LYB
+$3.05M

Sector Composition

1 Technology 23.39%
2 Healthcare 10.52%
3 Consumer Discretionary 8.83%
4 Financials 8.27%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.33%
98,572
-15,252
77
$2.47M 0.33%
25,232
-2,155
78
$2.47M 0.33%
16,580
-854
79
$2.42M 0.32%
30,693
-3,482
80
$2.41M 0.32%
24,550
+48
81
$2.41M 0.32%
11,297
-1,656
82
$2.3M 0.31%
8,882
-469
83
$2.16M 0.29%
36,667
+772
84
$2.15M 0.29%
53,934
-684
85
$2.03M 0.27%
47,962
-2,677
86
$1.97M 0.26%
51,490
-4,207
87
$1.88M 0.25%
14,425
88
$1.88M 0.25%
54,946
-8,112
89
$1.85M 0.25%
26,777
-427
90
$1.83M 0.24%
18,245
-565
91
$1.81M 0.24%
50,905
-2,590
92
$1.8M 0.24%
22,366
-1,637
93
$1.8M 0.24%
10,657
-403
94
$1.79M 0.24%
78,242
-12,572
95
$1.69M 0.22%
37,710
-8,628
96
$1.68M 0.22%
66,535
-8,497
97
$1.68M 0.22%
15,061
-2,207
98
$1.61M 0.21%
5,448
-116
99
$1.46M 0.2%
23,747
-12,253
100
$1.43M 0.19%
21,628
+2,508
2 3
4
5 6