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
$1.28B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Sells

1 +$1.7M
2 +$1.4M
3 +$809K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$352K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$339K

Sector Composition

1 Technology 17.4%
2 Industrials 9.89%
3 Healthcare 9.43%
4 Financials 8.84%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$49.9K ﹤0.01%
+560
402
$47.2K ﹤0.01%
+683
403
$46.4K ﹤0.01%
+469
404
$40.9K ﹤0.01%
+520
405
$38K ﹤0.01%
+692
406
$37.2K ﹤0.01%
+286
407
$36.7K ﹤0.01%
+1,106
408
$36.1K ﹤0.01%
+500
409
$35.5K ﹤0.01%
+437
410
$34.2K ﹤0.01%
+2,805
411
$33.2K ﹤0.01%
+651
412
$32.4K ﹤0.01%
+768
413
$32.1K ﹤0.01%
+168
414
$31.5K ﹤0.01%
+20
415
$31.2K ﹤0.01%
+199
416
$30.6K ﹤0.01%
+223
417
$29.2K ﹤0.01%
+2,563
418
$28.2K ﹤0.01%
+539
419
$27.9K ﹤0.01%
+1,935
420
$26.1K ﹤0.01%
+150
421
$25.9K ﹤0.01%
+960
422
$24.9K ﹤0.01%
+131
423
$23.5K ﹤0.01%
+257
424
$23.3K ﹤0.01%
+57
425
$22.9K ﹤0.01%
+167