NB

NBT Bank Portfolio holdings

AUM $1.54B
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.62M
3
+$1.85M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.57M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.54M

Top Sells

1
+$3M
2
+$1.69M
3
+$1.63M
4
JPM icon
JPMorgan Chase
JPM
+$1.17M
5
HUBB icon
Hubbell
HUBB
+$789K

Sector Composition

1 Technology 16.84%
2 Industrials 10.03%
3 Healthcare 9.23%
4 Financials 8.98%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$765K 0.06%
4,097
+90
227
$759K 0.06%
13,166
-643
228
$757K 0.06%
3,313
-1,552
229
$744K 0.05%
33,210
+1,539
230
$739K 0.05%
17,050
231
$734K 0.05%
8,698
+1,515
232
$730K 0.05%
9,966
-330
233
$728K 0.05%
2,885
-170
234
$724K 0.05%
5,691
-157
235
$710K 0.05%
1,092
236
$702K 0.05%
6,147
237
$678K 0.05%
10,722
-967
238
$677K 0.05%
13,494
-473
239
$676K 0.05%
12,430
-4,085
240
$676K 0.05%
20,501
-3,287
241
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1,667
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242
$662K 0.05%
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243
$651K 0.05%
13,031
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244
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19,861
245
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23,919
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246
$646K 0.05%
8,926
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247
$641K 0.05%
4,110
-140
248
$640K 0.05%
9,550
-82
249
$633K 0.05%
8,545
250
$628K 0.05%
24,671
-80
8 9
10
11 12