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
$1.54B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.07M
3
+$1.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$894K
5
PANW icon
Palo Alto Networks
PANW
+$871K

Top Sells

1
+$17.4B
2
+$9.94B
3
+$4B
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.6B
5
VTV icon
Vanguard Value ETF
VTV
+$1.29B

Sector Composition

1 Technology 18.98%
2 Financials 10.27%
3 Industrials 10.16%
4 Healthcare 6.99%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
376
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$192K 0.01%
3,274
+5
CEG icon
377
Constellation Energy
CEG
$125B
$190K 0.01%
577
-300
ES icon
378
Eversource Energy
ES
$27.6B
$185K 0.01%
2,600
LNT icon
379
Alliant Energy
LNT
$17.4B
$184K 0.01%
135
-2,598
CIBR icon
380
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$182K 0.01%
+2,400
PJUL icon
381
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$182K 0.01%
3,988
EXC icon
382
Exelon
EXC
$48B
$181K 0.01%
4,026
-1,458
AROW icon
383
Arrow Financial
AROW
$443M
$179K 0.01%
6,315
KBE icon
384
SPDR S&P Bank ETF
KBE
$1.45B
$177K 0.01%
2,983
-13
HYS icon
385
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.48B
$176K 0.01%
1,835
-50
DTM icon
386
DT Midstream
DTM
$10.9B
$170K 0.01%
1,502
PLTR icon
387
Palantir
PLTR
$468B
$164K 0.01%
900
+75
DVY icon
388
iShares Select Dividend ETF
DVY
$20.8B
$160K 0.01%
1,123
WEC icon
389
WEC Energy
WEC
$37.1B
$152K 0.01%
535
-459
SU icon
390
Suncor Energy
SU
$48.7B
$152K 0.01%
3,625
+3
AMP icon
391
Ameriprise Financial
AMP
$45.1B
$142K 0.01%
290
SNPS icon
392
Synopsys
SNPS
$83.5B
$138K 0.01%
279
+33
EQIX icon
393
Equinix
EQIX
$78.9B
$137K 0.01%
175
IMCG icon
394
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.2B
$137K 0.01%
83
-1,569
WBS icon
395
Webster Financial
WBS
$9.32B
$134K 0.01%
2,259
-1,494
MTB icon
396
M&T Bank
MTB
$28B
$132K 0.01%
698
+31
NFG icon
397
National Fuel Gas
NFG
$7.16B
$131K 0.01%
1,420
VLTO icon
398
Veralto
VLTO
$24.4B
$127K 0.01%
1,188
+448
CHH icon
399
Choice Hotels
CHH
$4.39B
$127K 0.01%
1,184
CLH icon
400
Clean Harbors
CLH
$12.2B
$126K 0.01%
542
14 15
16
17 18