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
401
$133K 0.01%
2,416
402
$132K 0.01%
258
-6
403
$130K 0.01%
2,534
404
$130K 0.01%
3,355
-117
405
$129K 0.01%
3,614
+4
406
$128K 0.01%
3,823
407
$127K 0.01%
860
408
$125K 0.01%
667
409
$125K 0.01%
1,652
410
$125K 0.01%
542
-65
411
$123K 0.01%
2,250
412
$120K 0.01%
1,365
413
$119K 0.01%
1,308
-4,404
414
$118K 0.01%
3,692
415
$117K 0.01%
2,842
-87
416
$115K 0.01%
162
417
$113K 0.01%
2,000
+1,000
418
$112K 0.01%
2,216
-2,819
419
$106K 0.01%
690
+25
420
$104K 0.01%
2,137
-226
421
$103K 0.01%
980
422
$100K 0.01%
1,123
-1,937
423
$99.3K 0.01%
31
424
$98.3K 0.01%
565
-377
425
$96.7K 0.01%
3,621
-347
15 16
17
18 19