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
$1.4B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$8.57M
2 +$6.85M
3 +$5.93M
4
GWW icon
W.W. Grainger
GWW
+$3.57M
5
MCD icon
McDonald's
MCD
+$3.56M

Top Sells

1 +$12M
2 +$9.71M
3 +$9.36M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
TT icon
Trane Technologies
TT
+$3.25M

Sector Composition

1 Technology 18.61%
2 Industrials 9.69%
3 Financials 9.35%
4 Healthcare 9.05%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$27.3K ﹤0.01%
57
427
$26.9K ﹤0.01%
500
428
$26.4K ﹤0.01%
625
429
$25.9K ﹤0.01%
304
-216
430
$25.3K ﹤0.01%
167
431
$25.3K ﹤0.01%
651
432
$25.2K ﹤0.01%
131
433
$23.6K ﹤0.01%
75
434
$23.3K ﹤0.01%
286
435
$23.2K ﹤0.01%
257
436
$21.8K ﹤0.01%
246
-65
437
$21.6K ﹤0.01%
2,633
438
$21.4K ﹤0.01%
721
439
$21.2K ﹤0.01%
442
+1
440
$21K ﹤0.01%
100
441
$21K ﹤0.01%
650
442
$20.2K ﹤0.01%
2,200
443
$18K ﹤0.01%
457
444
$18K ﹤0.01%
2,418
445
$17.9K ﹤0.01%
356
446
$17.8K ﹤0.01%
318
-102
447
$17.7K ﹤0.01%
300
+100
448
$17.6K ﹤0.01%
1,799
449
$16.9K ﹤0.01%
516
450
$14.6K ﹤0.01%
141
+1