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
426
$27.9K ﹤0.01%
311
-249
427
$27.8K ﹤0.01%
+985
428
$26.8K ﹤0.01%
+1,234
429
$26.8K ﹤0.01%
131
430
$26.6K ﹤0.01%
625
-143
431
$25.3K ﹤0.01%
57
432
$24.8K ﹤0.01%
500
433
$24.6K ﹤0.01%
420
434
$24.3K ﹤0.01%
167
435
$24.2K ﹤0.01%
650
436
$24.2K ﹤0.01%
1,110
+549
437
$24K ﹤0.01%
257
438
$23.9K ﹤0.01%
2,633
439
$21.8K ﹤0.01%
721
440
$21.6K ﹤0.01%
+286
441
$21.5K ﹤0.01%
75
442
$21.1K ﹤0.01%
441
443
$21.1K ﹤0.01%
2,418
-145
444
$20.5K ﹤0.01%
2,200
445
$18.4K ﹤0.01%
70
446
$17.6K ﹤0.01%
356
447
$17.5K ﹤0.01%
457
448
$17.1K ﹤0.01%
1,799
449
$16.8K ﹤0.01%
100
450
$15.7K ﹤0.01%
129
16 17
18
19 20