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
176
$519K 0.07%
8,747
+362
177
$511K 0.07%
2,325
+52
178
$510K 0.07%
5,410
-70
179
$506K 0.07%
2,485
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180
$502K 0.07%
6,560
181
$498K 0.07%
21,167
-135
182
$494K 0.07%
12,332
-488
183
$493K 0.07%
8,890
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184
$492K 0.06%
16,284
+2,880
185
$487K 0.06%
26,273
-1,713
186
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3,419
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187
$449K 0.06%
3,183
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188
$448K 0.06%
3,351
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189
$446K 0.06%
17,592
-5,926
190
$435K 0.06%
14,021
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191
$434K 0.06%
8,305
192
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6,495
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193
$423K 0.06%
3,531
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194
$420K 0.06%
14,830
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195
$419K 0.06%
4,711
196
$409K 0.05%
2,548
197
$399K 0.05%
9,732
198
$394K 0.05%
3,610
199
$389K 0.05%
25,668
200
$387K 0.05%
9,420
+140