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
$572M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.55M
3
+$3.66M
4
KSS icon
Kohl's
KSS
+$3.01M
5
IVZ icon
Invesco
IVZ
+$2.69M

Top Sells

1
+$5.32M
2
+$1.95M
3
+$1.95M
4
TRP icon
TC Energy
TRP
+$1.32M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$899K

Sector Composition

1 Healthcare 12.66%
2 Technology 12.65%
3 Financials 9.76%
4 Industrials 8.53%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$465K 0.08%
8,620
-1,290
127
$452K 0.08%
4,308
+1,850
128
$446K 0.08%
11,624
-473
129
$436K 0.08%
5,826
-286
130
$428K 0.07%
18,075
+3,999
131
$421K 0.07%
7,549
-228
132
$418K 0.07%
6,885
+48
133
$401K 0.07%
16,368
+340
134
$401K 0.07%
5,957
+90
135
$393K 0.07%
3,809
+39
136
$387K 0.07%
4,584
+1,250
137
$384K 0.07%
12,776
-177,002
138
$384K 0.07%
1,266
-17
139
$380K 0.07%
3,556
140
$364K 0.06%
6,323
141
$358K 0.06%
6,629
+350
142
$354K 0.06%
3,380
-1,010
143
$344K 0.06%
4,047
+33
144
$336K 0.06%
9,306
+95
145
$320K 0.06%
13,656
146
$319K 0.06%
10,678
-958
147
$311K 0.05%
8,012
+7,300
148
$308K 0.05%
14,367
-911
149
$303K 0.05%
26,650
+600
150
$296K 0.05%
2,559
+211
4 5
6
7 8