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
451
$14.4K ﹤0.01%
548
-562
452
$14.4K ﹤0.01%
200
453
$14.2K ﹤0.01%
122
454
$14.1K ﹤0.01%
176
-6,859
455
$13.7K ﹤0.01%
129
456
$12.8K ﹤0.01%
195
457
$12.8K ﹤0.01%
+386
458
$12.7K ﹤0.01%
+413
459
$12.4K ﹤0.01%
105
460
$12.3K ﹤0.01%
216
+100
461
$11.6K ﹤0.01%
512
462
$11.5K ﹤0.01%
245
-38
463
$11.3K ﹤0.01%
500
464
$11.2K ﹤0.01%
295
-105
465
$11K ﹤0.01%
1,036
+8
466
$10.9K ﹤0.01%
162
467
$10.9K ﹤0.01%
162
468
$10.7K ﹤0.01%
+578
469
$10.7K ﹤0.01%
544
470
$10.7K ﹤0.01%
266
471
$10.6K ﹤0.01%
184
472
$9.59K ﹤0.01%
1,000
473
$9.44K ﹤0.01%
200
474
$9.36K ﹤0.01%
307
475
$9.19K ﹤0.01%
877