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
426
$96.6K 0.01%
296
427
$94.1K 0.01%
2,238
428
$93.9K 0.01%
1,300
-150
429
$93.8K 0.01%
588
-96
430
$93.5K 0.01%
994
-150
431
$92.4K 0.01%
200
432
$92.4K 0.01%
867
-2,205
433
$92.2K 0.01%
2,630
434
$91.3K 0.01%
2,460
435
$89.8K 0.01%
1,390
+110
436
$87.5K 0.01%
733
437
$86.4K 0.01%
3,178
+354
438
$86.4K 0.01%
341
+15
439
$86.1K 0.01%
500
440
$85.4K 0.01%
1,678
441
$85.3K 0.01%
3,080
442
$84.9K 0.01%
350
443
$84.4K 0.01%
450
444
$84.3K 0.01%
2,262
445
$84.3K 0.01%
306
446
$83.3K 0.01%
203
+65
447
$82.3K 0.01%
4,802
+22
448
$82K 0.01%
3,500
449
$81.6K 0.01%
951
+250
450
$81.2K 0.01%
650
+125
16 17
18
19 20