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
$791M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.88M
3
+$2.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Top Sells

1
+$6.83M
2
+$3.13M
3
+$2.82M
4
ROK icon
Rockwell Automation
ROK
+$2.41M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Sector Composition

1 Technology 23.09%
2 Healthcare 10.64%
3 Consumer Discretionary 9.25%
4 Consumer Staples 7.81%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.18%
7,586
+762
102
$1.43M 0.18%
7,310
-80
103
$1.41M 0.18%
31,850
-750
104
$1.28M 0.16%
22,243
-1,504
105
$1.26M 0.16%
7,632
-278
106
$1.24M 0.16%
24,771
-1,200
107
$1.22M 0.15%
6,126
+518
108
$1.21M 0.15%
35,133
-2,577
109
$1.15M 0.15%
3,686
+100
110
$1.12M 0.14%
14,897
-690
111
$1.08M 0.14%
1,931
-54
112
$1.03M 0.13%
4,674
-653
113
$1.01M 0.13%
19,984
-488
114
$997K 0.13%
5,165
-5
115
$930K 0.12%
77,997
-7,280
116
$911K 0.12%
2,565
-373
117
$887K 0.11%
23,200
118
$871K 0.11%
7,187
-64
119
$807K 0.1%
+15,646
120
$801K 0.1%
1,422
-20
121
$758K 0.1%
6,523
-55
122
$738K 0.09%
3,096
-41
123
$736K 0.09%
10,234
-2,012
124
$732K 0.09%
10,417
-658
125
$705K 0.09%
7,041
-35
3 4
5
6 7