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
101
$1.42M 0.19%
31,762
-560
102
$1.39M 0.19%
3,832
-103
103
$1.36M 0.18%
32,600
-4,200
104
$1.33M 0.18%
7,390
105
$1.3M 0.17%
12,950
-4,700
106
$1.26M 0.17%
87,321
+508
107
$1.24M 0.17%
25,971
-1,135
108
$1.24M 0.17%
1,985
-56
109
$1.16M 0.15%
32,009
+455
110
$1.14M 0.15%
7,910
+907
111
$1.12M 0.15%
5,608
-2,642
112
$1.09M 0.15%
12,246
-3,502
113
$1.09M 0.15%
15,587
-363
114
$1.07M 0.14%
6,824
-114
115
$1.04M 0.14%
85,277
-13,833
116
$999K 0.13%
3,586
+15
117
$983K 0.13%
5,327
-765
118
$904K 0.12%
5,170
-27
119
$891K 0.12%
2,938
+287
120
$884K 0.12%
23,200
121
$859K 0.11%
20,472
-1,233
122
$785K 0.1%
1,442
+573
123
$760K 0.1%
6,578
-3,878
124
$756K 0.1%
11,075
-873
125
$747K 0.1%
4,548
-200
3 4
5
6 7