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
$757M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$5.77M
3
+$5.49M
4
UNH icon
UnitedHealth
UNH
+$5.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.67M

Top Sells

1
+$11.7M
2
+$7.51M
3
+$3.9M
4
SBUX icon
Starbucks
SBUX
+$3.79M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.84M

Sector Composition

1 Technology 19.62%
2 Healthcare 9.63%
3 Consumer Discretionary 8.16%
4 Consumer Staples 7.15%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$378K 0.05%
7,560
+30
202
$374K 0.05%
1,515
-10
203
$374K 0.05%
2,560
-100
204
$373K 0.05%
6,172
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205
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3,072
-605
206
$366K 0.05%
7,000
-288
207
$363K 0.05%
31,595
208
$359K 0.05%
6,168
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209
$354K 0.05%
11,500
210
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6,890
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211
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2,290
212
$342K 0.05%
10,602
213
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2,926
-1,085
214
$334K 0.04%
1,992
-328
215
$320K 0.04%
1,898
216
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6,689
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217
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218
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1,973
219
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875
220
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1,387
221
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7,453
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222
$299K 0.04%
14,996
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223
$294K 0.04%
1,936
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224
$294K 0.04%
5,288
225
$292K 0.04%
7,099
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7 8
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10 11