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
426
$22.7K ﹤0.01%
+420
427
$22.3K ﹤0.01%
+2,633
428
$22.3K ﹤0.01%
+500
429
$21.5K ﹤0.01%
+462
430
$21K ﹤0.01%
+441
431
$20.6K ﹤0.01%
+721
432
$20.5K ﹤0.01%
+2,200
433
$20.1K ﹤0.01%
+650
434
$19.5K ﹤0.01%
+75
435
$19.1K ﹤0.01%
+100
436
$18.2K ﹤0.01%
+457
437
$17.3K ﹤0.01%
+1,799
438
$16.7K ﹤0.01%
+457
439
$16K ﹤0.01%
+357
440
$15.9K ﹤0.01%
+1,000
441
$15.9K ﹤0.01%
+174
442
$15.8K ﹤0.01%
+500
443
$15.7K ﹤0.01%
+70
444
$14.8K ﹤0.01%
+356
445
$14.8K ﹤0.01%
+227
446
$14.4K ﹤0.01%
+400
447
$14.1K ﹤0.01%
+122
448
$12.6K ﹤0.01%
+140
449
$12.5K ﹤0.01%
+195
450
$11.9K ﹤0.01%
+512