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
$758M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$2.79M
3
+$2.52M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.6M

Top Sells

1
+$8.16M
2
+$4.35M
3
+$3.95M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$3.76M
5
CCL icon
Carnival Corp
CCL
+$3.06M

Sector Composition

1 Technology 16.82%
2 Healthcare 11.75%
3 Consumer Discretionary 8.57%
4 Financials 6.51%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.17%
19,186
-335
127
$1.26M 0.17%
12,928
+540
128
$1.19M 0.16%
11,038
-1,929
129
$1.16M 0.15%
21,340
+2,160
130
$1.14M 0.15%
18,262
131
$1.14M 0.15%
6,060
+30
132
$1.12M 0.15%
93,000
133
$1.11M 0.15%
9,870
134
$1.07M 0.14%
4,768
+185
135
$1.04M 0.14%
5,846
-368
136
$1.02M 0.13%
28,373
-36,251
137
$1.01M 0.13%
9,273
-245
138
$963K 0.13%
7,599
+38
139
$953K 0.13%
7,217
-118
140
$944K 0.12%
10,998
+12
141
$902K 0.12%
35,744
-5,044
142
$873K 0.12%
18,935
-442
143
$855K 0.11%
8,965
+2,365
144
$844K 0.11%
21,620
+11
145
$838K 0.11%
6,489
-200
146
$817K 0.11%
20,902
+137
147
$795K 0.1%
8,698
+1,308
148
$792K 0.1%
19,468
-15,744
149
$791K 0.1%
12,646
-410
150
$790K 0.1%
+5,068
4 5
6
7 8