NB

NBT Bank Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.64M
3
+$1.52M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.83M
2
+$2.87M
3
+$2.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.4M

Sector Composition

1 Technology 18.03%
2 Financials 10.04%
3 Industrials 9.8%
4 Healthcare 8.06%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$478K 0.03%
9,106
-640
277
$478K 0.03%
3,611
-289
278
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20,445
-2,166
279
$461K 0.03%
12,111
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280
$459K 0.03%
7,680
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281
$457K 0.03%
3,407
-15
282
$451K 0.03%
11,748
283
$445K 0.03%
2,309
-100
284
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1,107
285
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8,845
286
$433K 0.03%
13,428
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287
$424K 0.03%
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288
$421K 0.03%
18,300
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289
$420K 0.03%
5,967
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290
$414K 0.03%
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291
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293
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294
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295
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1,657
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296
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812
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297
$380K 0.03%
12,363
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298
$379K 0.03%
7,791
-1,174
299
$377K 0.03%
4,950
-535
300
$373K 0.03%
7,856
-11,237
10 11
12
13 14