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
$876M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.58M
3
+$2.85M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.72M

Top Sells

1
+$4.04M
2
+$3.03M
3
+$2.19M
4
AAPL icon
Apple
AAPL
+$1.84M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.56M

Sector Composition

1 Technology 22.48%
2 Healthcare 10.4%
3 Consumer Discretionary 8.61%
4 Financials 8.13%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.18%
7,160
-150
102
$1.59M 0.18%
73,380
-2,340
103
$1.59M 0.18%
7,461
-171
104
$1.5M 0.17%
20,989
-1,254
105
$1.46M 0.17%
7,386
-200
106
$1.29M 0.15%
5,963
-163
107
$1.28M 0.15%
26,817
-5,033
108
$1.27M 0.14%
30,725
-4,408
109
$1.26M 0.14%
22,600
-600
110
$1.2M 0.14%
22,269
-2,502
111
$1.13M 0.13%
13,661
-1,236
112
$1.09M 0.12%
3,084
-602
113
$1.04M 0.12%
5,116
-49
114
$1.04M 0.12%
7,187
115
$999K 0.11%
1,384
-38
116
$981K 0.11%
59,756
-18,241
117
$981K 0.11%
4,571
-103
118
$970K 0.11%
16,363
+717
119
$952K 0.11%
2,528
-37
120
$930K 0.11%
11,016
+782
121
$818K 0.09%
9,788
-35
122
$814K 0.09%
8,857
-1,560
123
$786K 0.09%
2,984
-112
124
$761K 0.09%
6,250
-791
125
$755K 0.09%
6,278
-245
3 4
5
6 7