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
$876M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.58M
3
+$2.85M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.72M

Top Sells

1
+$4.04M
2
+$3.03M
3
+$2.19M
4
AAPL icon
Apple
AAPL
+$1.84M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.56M

Sector Composition

1 Technology 22.48%
2 Healthcare 10.4%
3 Consumer Discretionary 8.61%
4 Financials 8.13%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$501K 0.06%
6,385
+105
152
$477K 0.05%
955
-50
153
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1,737
-62
154
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155
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19,566
156
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8,246
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157
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158
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1,796
159
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160
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161
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162
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163
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165
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4,282
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166
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167
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168
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170
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172
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173
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2,305
174
$367K 0.04%
4,700
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175
$367K 0.04%
6,370
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