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
276
$499K 0.04%
3,142
-70
277
$491K 0.04%
3,999
+109
278
$486K 0.04%
4,763
-273
279
$486K 0.04%
9,435
280
$486K 0.04%
3,505
-58
281
$483K 0.04%
6,288
-97
282
$472K 0.03%
7,914
-1,287
283
$472K 0.03%
12,785
+270
284
$460K 0.03%
3,599
+131
285
$453K 0.03%
11,613
-532
286
$451K 0.03%
1,242
287
$444K 0.03%
12,259
+2,129
288
$436K 0.03%
8,325
+175
289
$428K 0.03%
2,620
+1,695
290
$425K 0.03%
5,392
-62
291
$425K 0.03%
8,809
-761
292
$422K 0.03%
1,789
+1,763
293
$418K 0.03%
8,284
-2,520
294
$417K 0.03%
2,000
295
$410K 0.03%
4,072
-18
296
$407K 0.03%
11,244
-1,541
297
$405K 0.03%
7,852
+420
298
$400K 0.03%
836
-101
299
$400K 0.03%
6,243
+1,549
300
$393K 0.03%
16,290
+1,765
10 11
12
13 14