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
301
$390K 0.03%
2,309
302
$387K 0.03%
4,257
+990
303
$386K 0.03%
981
304
$384K 0.03%
1,303
305
$379K 0.03%
5,652
-1,260
306
$378K 0.03%
1,215
-110
307
$375K 0.03%
698
308
$371K 0.03%
1,100
-82
309
$370K 0.03%
381
-17
310
$364K 0.03%
2,103
311
$356K 0.03%
494
-236
312
$356K 0.03%
6,000
+965
313
$354K 0.03%
1,538
-19
314
$348K 0.03%
9,244
+38
315
$347K 0.03%
3,806
316
$342K 0.03%
16,790
317
$338K 0.02%
1,730
318
$336K 0.02%
5,026
319
$334K 0.02%
7,237
-402
320
$328K 0.02%
4,785
-327
321
$327K 0.02%
1,129
+130
322
$326K 0.02%
9,491
-395
323
$326K 0.02%
1,926
-1,351
324
$326K 0.02%
2,105
-229
325
$324K 0.02%
1,639
+27
11 12
13
14 15