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
251
$627K 0.05%
8,215
-61
252
$619K 0.05%
8,220
-195
253
$616K 0.05%
10,320
+2,572
254
$607K 0.04%
26,673
-10,980
255
$597K 0.04%
10,360
256
$594K 0.04%
25,608
-10,312
257
$587K 0.04%
5,373
258
$584K 0.04%
4,515
-76
259
$569K 0.04%
5,884
+191
260
$569K 0.04%
374
261
$564K 0.04%
9,700
+850
262
$561K 0.04%
16,267
-894
263
$559K 0.04%
15,078
-330
264
$524K 0.04%
3,212
-260
265
$523K 0.04%
9,237
+4,659
266
$518K 0.04%
17,748
-442
267
$518K 0.04%
12,078
+435
268
$517K 0.04%
3,802
269
$516K 0.04%
10,307
+9,845
270
$516K 0.04%
2,609
+436
271
$515K 0.04%
7,035
+6,808
272
$513K 0.04%
9,940
+400
273
$513K 0.04%
835
274
$510K 0.04%
14,640
-115
275
$508K 0.04%
1,952
-30
9 10
11
12 13