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
201
$280K 0.03%
3,840
-175
202
$278K 0.03%
980
203
$277K 0.03%
2,346
204
$267K 0.03%
3,690
-495
205
$266K 0.03%
5,843
-85
206
$265K 0.03%
1,310
-641
207
$265K 0.03%
20,320
208
$264K 0.03%
5,276
-5,500
209
$259K 0.03%
+6,229
210
$257K 0.03%
+2,952
211
$255K 0.03%
2,920
-70
212
$254K 0.03%
1,397
+40
213
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2,444
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214
$245K 0.03%
1,093
-315
215
$242K 0.03%
+6,425
216
$239K 0.03%
569
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217
$236K 0.03%
+3,448
218
$232K 0.03%
1,615
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219
$229K 0.03%
+4,841
220
$228K 0.03%
900
221
$221K 0.03%
850
222
$219K 0.03%
+3,064
223
$218K 0.02%
+1,428
224
$213K 0.02%
180
-5
225
$183K 0.02%
12,131
6 7 8
9
10