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
151
$780K 0.1%
17,110
-75
152
$754K 0.1%
22,525
+2,002
153
$739K 0.1%
14,579
-217
154
$707K 0.09%
61,688
-5,151
155
$703K 0.09%
10,684
-70
156
$703K 0.09%
7,701
+1,903
157
$690K 0.09%
13,758
+2,000
158
$671K 0.09%
10,766
+580
159
$666K 0.09%
3,993
+163
160
$663K 0.09%
13,417
+474
161
$661K 0.09%
10,235
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162
$653K 0.09%
6,692
+655
163
$637K 0.08%
5,986
+1,806
164
$631K 0.08%
17,185
165
$630K 0.08%
19,597
-278
166
$617K 0.08%
25,032
167
$615K 0.08%
16,948
-5,545
168
$607K 0.08%
5,244
169
$603K 0.08%
11,941
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170
$601K 0.08%
13,188
171
$595K 0.08%
9,995
-43
172
$585K 0.08%
3,912
-20
173
$580K 0.08%
12,690
+55
174
$548K 0.07%
7,026
-1,500
175
$520K 0.07%
32,571
5 6
7
8 9