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
351
$246K 0.02%
1,999
352
$242K 0.02%
12,000
353
$241K 0.02%
3,580
354
$238K 0.02%
+1,196
355
$233K 0.02%
2,848
356
$231K 0.02%
+3,595
357
$229K 0.02%
2,722
+5
358
$217K 0.02%
+285
359
$216K 0.02%
3,005
360
$215K 0.02%
1,226
361
$213K 0.02%
5,663
-65
362
$212K 0.02%
885
-57
363
$212K 0.02%
2,468
-65
364
$211K 0.02%
+826
365
$208K 0.02%
7,729
-1,869
366
$207K 0.02%
2,037
367
$205K 0.02%
12,300
368
$203K 0.01%
+56
369
$201K 0.01%
+3,305
370
$173K 0.01%
1,907
371
$159K 0.01%
18,700
372
$157K 0.01%
10,000
373
$152K 0.01%
1,560
374
$150K 0.01%
915
-1,149
375
$148K 0.01%
1,742
-152
13 14
15
16 17