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
326
$321K 0.02%
3,642
-29
327
$321K 0.02%
5,325
328
$319K 0.02%
13,863
329
$318K 0.02%
1,265
330
$310K 0.02%
7,254
-865
331
$306K 0.02%
1,677
332
$304K 0.02%
1,410
333
$301K 0.02%
2,491
-286
334
$301K 0.02%
4,572
335
$301K 0.02%
2,684
336
$295K 0.02%
11,778
337
$294K 0.02%
1,081
338
$291K 0.02%
3,118
-220
339
$287K 0.02%
3,496
340
$285K 0.02%
8,016
-525
341
$280K 0.02%
2,504
-88
342
$273K 0.02%
2,502
-1,232
343
$270K 0.02%
2,158
344
$270K 0.02%
937
-1
345
$261K 0.02%
1,814
346
$255K 0.02%
2,695
347
$254K 0.02%
1,434
348
$251K 0.02%
5,111
349
$247K 0.02%
1,371
+1,306
350
$246K 0.02%
1,375
12 13
14
15 16