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
$1.09B
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.93M
3
+$1.76M
4
XOM icon
Exxon Mobil
XOM
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$763K

Top Sells

1
+$4.9M
2
+$2.76M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.12M
5
ETN icon
Eaton
ETN
+$1.02M

Sector Composition

1 Technology 19.19%
2 Healthcare 7.95%
3 Financials 6.1%
4 Consumer Staples 5.65%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$739K 0.07%
30,109
-12,891
127
$691K 0.06%
1
128
$688K 0.06%
6,605
+630
129
$676K 0.06%
1,872
+20
130
$653K 0.06%
8,015
-558
131
$648K 0.06%
14,426
-1,180
132
$637K 0.06%
2,768
-166
133
$628K 0.06%
18,176
+37
134
$627K 0.06%
6,189
+296
135
$606K 0.06%
6,300
+235
136
$600K 0.05%
3,127
+1,824
137
$599K 0.05%
2,461
+241
138
$557K 0.05%
23,750
-329
139
$557K 0.05%
2,291
-43
140
$514K 0.05%
1,231
+39
141
$510K 0.05%
4,285
+250
142
$508K 0.05%
13,494
143
$507K 0.05%
3,746
-50
144
$499K 0.05%
896
+18
145
$492K 0.05%
3,838
-53
146
$491K 0.04%
931
-47
147
$484K 0.04%
2,067
+39
148
$479K 0.04%
2,308
+225
149
$474K 0.04%
2,511
+532
150
$472K 0.04%
11,898
+1,769
4 5
6
7 8