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
401
$58K ﹤0.01%
1,178
402
$56.8K ﹤0.01%
2,103
-325
403
$53.8K ﹤0.01%
2,333
404
$51.7K ﹤0.01%
546
+77
405
$50.2K ﹤0.01%
683
406
$48.8K ﹤0.01%
286
407
$47.7K ﹤0.01%
+775
408
$45.5K ﹤0.01%
535
+98
409
$45.1K ﹤0.01%
520
410
$41.8K ﹤0.01%
600
-5,688
411
$40.1K ﹤0.01%
1,106
412
$40K ﹤0.01%
692
413
$39.9K ﹤0.01%
3,005
+200
414
$39.8K ﹤0.01%
150
415
$37.3K ﹤0.01%
199
416
$32K ﹤0.01%
224
+1
417
$32K ﹤0.01%
516
418
$31.4K ﹤0.01%
500
419
$31K ﹤0.01%
152
-16
420
$31K ﹤0.01%
1,962
+27
421
$30.9K ﹤0.01%
539
422
$30.7K ﹤0.01%
960
423
$30.3K ﹤0.01%
+88
424
$30.3K ﹤0.01%
20
425
$29.5K ﹤0.01%
651
15 16
17
18 19