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
451
$80.4K 0.01%
1,335
452
$80.3K 0.01%
8,115
-805
453
$80.2K 0.01%
1,188
454
$79.6K 0.01%
3,276
455
$79.6K 0.01%
6,900
456
$79.5K 0.01%
374
457
$79.5K 0.01%
799
-95
458
$79.4K 0.01%
4,488
459
$78.7K 0.01%
281
+48
460
$76.9K 0.01%
1,567
461
$75.8K 0.01%
3,027
-55,709
462
$75.1K 0.01%
118
463
$74.1K 0.01%
1,202
464
$73.9K 0.01%
1,495
-67
465
$73.5K 0.01%
1,570
-60
466
$73.4K 0.01%
866
-14
467
$73.3K 0.01%
380
468
$73.1K 0.01%
400
469
$71.8K 0.01%
586
470
$69.2K ﹤0.01%
265
471
$66.2K ﹤0.01%
601
472
$65.3K ﹤0.01%
1,318
473
$65.1K ﹤0.01%
7,673
474
$63.7K ﹤0.01%
1,074
475
$63.1K ﹤0.01%
+3,001
17 18
19
20 21