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
$876M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.58M
3
+$2.85M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.72M

Top Sells

1
+$4.04M
2
+$3.03M
3
+$2.19M
4
AAPL icon
Apple
AAPL
+$1.84M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.56M

Sector Composition

1 Technology 22.48%
2 Healthcare 10.4%
3 Consumer Discretionary 8.61%
4 Financials 8.13%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.2M 0.37%
31,168
-1,807
77
$2.99M 0.34%
114,088
-11,411
78
$2.91M 0.33%
57,002
-7,232
79
$2.86M 0.33%
26,125
-629
80
$2.79M 0.32%
15,823
-690
81
$2.67M 0.31%
57,407
+3,392
82
$2.63M 0.3%
35,776
+6,616
83
$2.61M 0.3%
14,427
-256
84
$2.5M 0.29%
23,312
-740
85
$2.4M 0.27%
50,019
-495
86
$2.38M 0.27%
28,071
-2,061
87
$2.36M 0.27%
25,852
-610
88
$2.25M 0.26%
36,322
+1,065
89
$2.19M 0.25%
10,537
-2
90
$2.11M 0.24%
44,614
-1,364
91
$2.08M 0.24%
9,247
-70
92
$2.04M 0.23%
87,561
-5,153
93
$2.01M 0.23%
13,736
-211
94
$1.93M 0.22%
5,405
-201
95
$1.92M 0.22%
20,970
-3,967
96
$1.91M 0.22%
16,855
-500
97
$1.8M 0.21%
32,854
+1,363
98
$1.71M 0.2%
37,235
-2,285
99
$1.7M 0.19%
17,705
-2,960
100
$1.64M 0.19%
3,525
-101
2 3
4
5 6