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
351
$238K 0.02%
6,196
+6,195
352
$234K 0.02%
12,000
353
$233K 0.02%
1,226
354
$232K 0.02%
562
+550
355
$232K 0.02%
4,293
-10
356
$230K 0.02%
135
+18
357
$227K 0.02%
1,380
-1,497
358
$225K 0.02%
5,111
359
$224K 0.02%
2,428
360
$215K 0.02%
7,364
-1,000
361
$212K 0.01%
410
-10
362
$211K 0.01%
1,804
-88
363
$209K 0.01%
2,132
-146
364
$207K 0.01%
2,037
-945
365
$207K 0.01%
3,753
+1
366
$207K 0.01%
5,488
367
$207K 0.01%
2,259
+1,517
368
$201K 0.01%
1,533
-180
369
$200K 0.01%
1,838
-16
370
$197K 0.01%
3,546
371
$196K 0.01%
877
+511
372
$193K 0.01%
3,860
+615
373
$193K 0.01%
8,367
-755
374
$190K 0.01%
3,269
-25
375
$184K 0.01%
265
-40
13 14
15
16 17