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
376
$146K 0.01%
1,853
+4
377
$139K 0.01%
2,761
+3
378
$117K 0.01%
1,652
379
$112K 0.01%
4,578
-770
380
$108K 0.01%
797
-602
381
$105K 0.01%
998
-580
382
$90.4K 0.01%
3,750
383
$88.8K 0.01%
775
384
$87.9K 0.01%
325
385
$86.5K 0.01%
860
386
$83.6K 0.01%
4,825
-780
387
$80K 0.01%
1,845
-774
388
$79.8K 0.01%
777
-256
389
$79.6K 0.01%
1,571
+126
390
$74.2K 0.01%
904
391
$72.1K 0.01%
1,460
-15
392
$70.9K 0.01%
2,527
-259
393
$69.9K 0.01%
374
394
$67.9K 0.01%
1,263
395
$67.8K 0.01%
906
-28
396
$65K ﹤0.01%
2,018
397
$64.7K ﹤0.01%
811
-278
398
$61.4K ﹤0.01%
1,242
399
$59K ﹤0.01%
545
-80
400
$58.5K ﹤0.01%
1,212
14 15
16
17 18