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
451
$11.7K ﹤0.01%
+561
452
$11.6K ﹤0.01%
+1,075
453
$11.6K ﹤0.01%
+150
454
$11.5K ﹤0.01%
+105
455
$11.3K ﹤0.01%
+129
456
$11.2K ﹤0.01%
+102
457
$11.1K ﹤0.01%
+400
458
$10.8K ﹤0.01%
+470
459
$10.8K ﹤0.01%
+266
460
$10.6K ﹤0.01%
+544
461
$10.3K ﹤0.01%
+162
462
$10.3K ﹤0.01%
+184
463
$10.2K ﹤0.01%
+333
464
$10.1K ﹤0.01%
+705
465
$9.86K ﹤0.01%
+307
466
$9.58K ﹤0.01%
+65
467
$9.15K ﹤0.01%
+1,068
468
$9.03K ﹤0.01%
+516
469
$8.88K ﹤0.01%
+877
470
$8.85K ﹤0.01%
+1,244
471
$8.74K ﹤0.01%
+487
472
$8.71K ﹤0.01%
+151
473
$8.11K ﹤0.01%
+100
474
$8.05K ﹤0.01%
+85
475
$7.89K ﹤0.01%
+129