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
101
$2.04M 0.27%
56,102
+1,221
102
$2.04M 0.27%
10,364
-468
103
$2.03M 0.27%
22,149
-9,887
104
$2.02M 0.27%
45,250
-5,000
105
$1.98M 0.26%
81,303
+7,635
106
$1.79M 0.24%
55,194
-4,116
107
$1.75M 0.23%
27,384
-21,618
108
$1.73M 0.23%
23,550
109
$1.68M 0.22%
106,630
-5,175
110
$1.67M 0.22%
26,580
+5,240
111
$1.66M 0.22%
33,465
-5,533
112
$1.59M 0.21%
13,999
-4,265
113
$1.58M 0.21%
8,925
-14,467
114
$1.54M 0.2%
17,470
-1,716
115
$1.54M 0.2%
9,197
-1,155
116
$1.51M 0.2%
32,151
+50
117
$1.41M 0.19%
3,691
-385
118
$1.39M 0.18%
37,738
-9,401
119
$1.37M 0.18%
5,825
-235
120
$1.33M 0.18%
+7,986
121
$1.3M 0.17%
12,878
-50
122
$1.21M 0.16%
4,414
-354
123
$1.21M 0.16%
25,266
-69
124
$1.2M 0.16%
25,720
-7,485
125
$1.18M 0.16%
10,926
-112
3 4
5
6 7