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
$572M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.55M
3
+$3.66M
4
KSS icon
Kohl's
KSS
+$3.01M
5
IVZ icon
Invesco
IVZ
+$2.69M

Top Sells

1
+$5.32M
2
+$1.95M
3
+$1.95M
4
TRP icon
TC Energy
TRP
+$1.32M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$899K

Sector Composition

1 Healthcare 12.66%
2 Technology 12.65%
3 Financials 9.76%
4 Industrials 8.53%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$192K 0.03%
7,589
177
$187K 0.03%
1,497
+42
178
$187K 0.03%
3,057
179
$185K 0.03%
3,560
+76
180
$183K 0.03%
275
181
$183K 0.03%
451
+9
182
$183K 0.03%
2,632
183
$176K 0.03%
1,774
184
$175K 0.03%
2,703
+29
185
$175K 0.03%
2,283
-180
186
$174K 0.03%
3,370
-1,540
187
$174K 0.03%
5,400
188
$173K 0.03%
1,823
189
$171K 0.03%
+1,600
190
$170K 0.03%
2,189
191
$170K 0.03%
3,155
+100
192
$170K 0.03%
3,671
+2,600
193
$169K 0.03%
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194
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4,025
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195
$157K 0.03%
1,235
+1,145
196
$156K 0.03%
4,956
197
$152K 0.03%
5,950
198
$151K 0.03%
1,559
+50
199
$149K 0.03%
10,924
+9,290
200
$148K 0.03%
4,000
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8
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