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
$556M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.53M
3
+$3.27M
4
MRK icon
Merck
MRK
+$2.96M
5
SRCL
Stericycle Inc
SRCL
+$2.67M

Top Sells

1
+$4.05M
2
+$2.95M
3
+$2.17M
4
IVZ icon
Invesco
IVZ
+$2.06M
5
COF icon
Capital One
COF
+$1.9M

Sector Composition

1 Technology 12.75%
2 Healthcare 12.7%
3 Financials 9.31%
4 Industrials 8.88%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$524K 0.09%
6,628
127
$515K 0.09%
11,485
128
$485K 0.09%
6,085
+44
129
$479K 0.09%
21,063
-675
130
$463K 0.08%
7,018
131
$444K 0.08%
3,971
+415
132
$440K 0.08%
11,544
-2,380
133
$432K 0.08%
7,225
-1,780
134
$430K 0.08%
4,045
+2,445
135
$425K 0.08%
16,368
136
$421K 0.08%
20,125
+1,600
137
$411K 0.07%
7,124
-350
138
$409K 0.07%
6,788
-2,867
139
$395K 0.07%
6,323
140
$395K 0.07%
1,263
141
$393K 0.07%
5,892
-646
142
$387K 0.07%
13,900
+11,975
143
$386K 0.07%
3,712
-97
144
$371K 0.07%
9,056
-250
145
$343K 0.06%
16,800
-1,275
146
$340K 0.06%
12,000
147
$336K 0.06%
11,904
-160
148
$329K 0.06%
5,957
149
$328K 0.06%
3,850
-734
150
$311K 0.06%
27,345
+1,295
4 5
6
7 8