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
176
$367K 0.04%
13,010
177
$363K 0.04%
6,174
-102
178
$356K 0.04%
1,437
179
$354K 0.04%
9,392
+20
180
$354K 0.04%
16,233
-1,384
181
$349K 0.04%
7,578
-80
182
$349K 0.04%
1,469
-200
183
$347K 0.04%
6,203
184
$333K 0.04%
5,703
-176
185
$330K 0.04%
148
-31
186
$320K 0.04%
310
-12
187
$315K 0.04%
7,101
188
$315K 0.04%
14,152
189
$315K 0.04%
5,973
+157
190
$310K 0.04%
1,583
-275
191
$308K 0.04%
3,573
-371
192
$307K 0.04%
10,000
193
$304K 0.03%
3,325
-310
194
$301K 0.03%
8,548
-86,175
195
$299K 0.03%
4,973
+131
196
$297K 0.03%
1,334
+57
197
$296K 0.03%
1,433
-194
198
$291K 0.03%
4,286
+227
199
$285K 0.03%
9,449
-71
200
$285K 0.03%
1,600
6 7
8
9 10