NB

NBT Bank Portfolio holdings

AUM $1.55B
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$366K
3 +$353K
4
DOW icon
Dow Inc
DOW
+$351K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$307K

Top Sells

1 +$914K
2 +$621K
3 +$481K
4
NBTB icon
NBT Bancorp
NBTB
+$457K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$409K

Sector Composition

1 Technology 16.26%
2 Healthcare 10.94%
3 Industrials 7.78%
4 Financials 7.68%
5 Consumer Staples 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,935