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
$878M
AUM Growth
-$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.81M
3
+$2.22M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.99M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.88M

Top Sells

1
+$7.78M
2
+$4.33M
3
+$4.02M
4
PNC icon
PNC Financial Services
PNC
+$3.35M
5
CFG icon
Citizens Financial Group
CFG
+$2.92M

Sector Composition

1 Technology 19.16%
2 Healthcare 10.12%
3 Financials 6.86%
4 Consumer Staples 6.35%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.22%
4,864
+64
77
$1.9M 0.22%
19,593
-23
78
$1.79M 0.2%
30,790
-283
79
$1.76M 0.2%
19,521
+1,078
80
$1.7M 0.19%
17,829
+7
81
$1.65M 0.19%
10,233
-338
82
$1.58M 0.18%
6,463
-139
83
$1.49M 0.17%
2,948
+55
84
$1.4M 0.16%
6,382
+175
85
$1.37M 0.16%
19,778
86
$1.34M 0.15%
11,122
-110
87
$1.33M 0.15%
19,315
-1,399
88
$1.33M 0.15%
18,428
+780
89
$1.32M 0.15%
9,403
+173
90
$1.32M 0.15%
8,274
-25,273
91
$1.31M 0.15%
77,000
+12,225
92
$1.23M 0.14%
34,459
-4,037
93
$1.22M 0.14%
6,021
-904
94
$1.21M 0.14%
25,559
+17,607
95
$1.19M 0.14%
22,944
+377
96
$1.18M 0.13%
81,693
-162
97
$1.15M 0.13%
23,020
+1,930
98
$1.09M 0.12%
1,931
-16
99
$1.07M 0.12%
8,323
-173
100
$1.07M 0.12%
5,236
2 3
4
5 6