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
$588M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1 +$5.68M
2 +$5.66M
3 +$5.24M
4
M icon
Macy's
M
+$4.49M
5
DINO icon
HF Sinclair
DINO
+$4.4M

Top Sells

1 +$10.4M
2 +$6.96M
3 +$5.36M
4
MOS icon
The Mosaic Company
MOS
+$4.39M
5
EXPD icon
Expeditors International
EXPD
+$3.77M

Sector Composition

1 Technology 12.86%
2 Consumer Discretionary 10.25%
3 Industrials 10.17%
4 Healthcare 10.08%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.8M 4.74%
472,209
+14,131
2
$22.9M 3.89%
454,654
+13,227
3
$15.7M 2.67%
819,448
+26,824
4
$15.7M 2.67%
160,709
-2,288
5
$14.8M 2.51%
283,227
+1,980
6
$14.4M 2.45%
115,938
+10,409
7
$13.6M 2.32%
158,624
-1,927
8
$12M 2.04%
393,994
+3,169
9
$11M 1.86%
424,541
+3,329
10
$10.8M 1.84%
147,120
-11,547
11
$10.3M 1.75%
136,965
+795
12
$10.2M 1.74%
193,462
-1,140
13
$9.89M 1.68%
241,295
+104,862
14
$8.86M 1.51%
97,532
+25,730
15
$8.56M 1.46%
106,190
-2,440
16
$8.35M 1.42%
207,869
-2,343
17
$8.26M 1.41%
240,011
+95,880
18
$8M 1.36%
160,042
-1,820
19
$7.99M 1.36%
81,961
+2,645
20
$7.33M 1.25%
97,474
+3,483
21
$7.31M 1.24%
103,519
+3,812
22
$7.13M 1.21%
193,182
-3,656
23
$7.05M 1.2%
281,670
+140,424
24
$6.93M 1.18%
70,509
-779
25
$6.91M 1.17%
248,809
-4,537