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
$563M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.87M
3
+$4.75M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.05M
5
WY icon
Weyerhaeuser
WY
+$3.95M

Top Sells

1
+$7.83M
2
+$7.05M
3
+$5.73M
4
MCD icon
McDonald's
MCD
+$4.65M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.2M

Sector Composition

1 Technology 14.62%
2 Healthcare 11.92%
3 Industrials 8.53%
4 Consumer Discretionary 7.84%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 3.51%
725,836
+18,572
2
$14.7M 2.61%
96,463
-14,720
3
$12.5M 2.23%
150,083
-2,413
4
$12.4M 2.2%
223,989
-2
5
$12.2M 2.16%
336,550
-35,912
6
$12M 2.13%
173,548
+2,405
7
$11.7M 2.08%
361,537
+3,077
8
$11.4M 2.03%
215,260
+76,350
9
$11.1M 1.97%
395,335
+10,464
10
$11M 1.96%
139,185
-1,825
11
$10M 1.78%
106,792
+899
12
$8.94M 1.59%
111,829
-2,010
13
$8.2M 1.46%
94,118
-2,250
14
$7.95M 1.41%
129,249
+1,419
15
$7.79M 1.38%
8,732
-259
16
$7.65M 1.36%
92,905
+1,955
17
$7.54M 1.34%
264,860
+8,727
18
$7.46M 1.32%
167,346
+2,915
19
$7.26M 1.29%
89,330
+671
20
$7.03M 1.25%
117,808
+4,480
21
$6.95M 1.23%
208,835
-1,912
22
$6.83M 1.21%
126,334
-79
23
$6.83M 1.21%
68,787
+1,199
24
$6.34M 1.13%
58,605
+198
25
$6.03M 1.07%
58,900
+125
1
2 3 4 5