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
326
$292K 0.02%
2,468
327
$288K 0.02%
2,256
328
$283K 0.02%
3,302
329
$281K 0.02%
6,074
330
$281K 0.02%
4,009
331
$281K 0.02%
1,480
332
$280K 0.02%
1,013
333
$278K 0.02%
56
334
$276K 0.02%
2,771
-218
335
$269K 0.02%
12,765
336
$269K 0.02%
1,465
-233
337
$266K 0.02%
8,015
338
$266K 0.02%
377
339
$262K 0.02%
1,471
340
$261K 0.02%
458
-165
341
$256K 0.02%
4,880
-200
342
$255K 0.02%
1,375
343
$250K 0.02%
847
344
$250K 0.02%
3,026
345
$246K 0.02%
1,265
346
$246K 0.02%
2,038
+165
347
$246K 0.02%
1,312
-62
348
$241K 0.02%
8,159
-35
349
$240K 0.02%
9,291
+4,185
350
$239K 0.02%
885
12 13
14
15 16