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
101
$1.87M 0.25%
18,650
-1,200
102
$1.8M 0.24%
39,450
-2,000
103
$1.8M 0.24%
6,485
-625
104
$1.8M 0.24%
73,130
-3,912
105
$1.73M 0.23%
31,733
+1,042
106
$1.69M 0.22%
18,710
-445
107
$1.65M 0.22%
21,135
-8,401
108
$1.62M 0.21%
8,175
109
$1.61M 0.21%
13,642
+115
110
$1.55M 0.21%
5,727
+15
111
$1.55M 0.21%
23,550
112
$1.55M 0.21%
9,590
+468
113
$1.55M 0.2%
29,985
-1,079
114
$1.55M 0.2%
4,065
+406
115
$1.38M 0.18%
17,708
-435
116
$1.36M 0.18%
7,819
+105
117
$1.34M 0.18%
30,553
-1,399
118
$1.28M 0.17%
5,979
+150
119
$1.23M 0.16%
24,286
-399
120
$1.23M 0.16%
30,472
-29
121
$1.23M 0.16%
16,151
-173
122
$1.22M 0.16%
4,195
-335
123
$1.16M 0.15%
22,162
+2,303
124
$1.15M 0.15%
9,273
125
$1.14M 0.15%
93,000
3 4
5
6 7