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
201
$387K 0.05%
26,200
202
$381K 0.05%
3,013
203
$377K 0.05%
7,190
+910
204
$376K 0.05%
957
205
$372K 0.05%
10,941
+422
206
$369K 0.05%
9,665
+659
207
$366K 0.05%
7,664
208
$365K 0.05%
4,237
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209
$360K 0.05%
38,870
210
$360K 0.05%
5,455
211
$359K 0.05%
18,632
-79,156
212
$351K 0.05%
3,869
213
$346K 0.05%
333
-3
214
$340K 0.04%
25,964
215
$338K 0.04%
6,378
216
$334K 0.04%
9,040
217
$330K 0.04%
11,500
218
$330K 0.04%
6,980
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219
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7,330
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220
$328K 0.04%
8,406
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221
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2,009
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222
$320K 0.04%
31,595
223
$318K 0.04%
1,687
+27
224
$316K 0.04%
5,008
-180
225
$312K 0.04%
4,781
-464
7 8
9
10 11