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NB

NBT Bank Portfolio holdings

AUM $1.53B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.1M
3
+$17.4M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$12.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.5M

Top Sells

1
+$3.89M
2
+$2.16M
3
+$2.08M
4
GEV icon
GE Vernova
GEV
+$1.37M
5
GS icon
Goldman Sachs
GS
+$1.35M

Sector Composition

1 Technology 15.58%
2 Industrials 10.88%
3 Financials 9.37%
4 Healthcare 7.16%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$264B
$13.1M 0.86%
54,104
+7,818
IGSB icon
27
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$12.9M 0.84%
244,870
-1,708
NVDA icon
28
NVIDIA
NVDA
$5.05T
$12.4M 0.82%
71,377
+1,257
EDV icon
29
Vanguard World Funds Extended Duration ETF
EDV
$3.65B
$12.4M 0.82%
+191,595
SDY icon
30
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$12M 0.78%
81,952
-375
CSCO icon
31
Cisco
CSCO
$483B
$11.9M 0.78%
153,062
+466
ABBV icon
32
AbbVie
ABBV
$393B
$11.1M 0.73%
51,121
-628
NBTB icon
33
NBT Bancorp
NBTB
$2.46B
$11.1M 0.73%
260,470
+13,082
PEP icon
34
PepsiCo
PEP
$194B
$11M 0.72%
70,869
-1,630
MRK icon
35
Merck
MRK
$293B
$10.8M 0.71%
89,896
-1,191
TJX icon
36
TJX Companies
TJX
$180B
$10.7M 0.7%
67,046
-72
AGG icon
37
iShares Core US Aggregate Bond ETF
AGG
$136B
$10.4M 0.68%
105,243
+94,922
ABT icon
38
Abbott
ABT
$159B
$10.1M 0.66%
98,374
-2,939
MDY icon
39
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$9.38M 0.61%
15,209
-521
VOO icon
40
Vanguard S&P 500 ETF
VOO
$980B
$9.26M 0.61%
15,490
-1,528
VCSH icon
41
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$9.01M 0.59%
113,606
+110,205
UNP icon
42
Union Pacific
UNP
$160B
$8.79M 0.58%
36,231
-403
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$8.71M 0.57%
13,390
+45
IEFA icon
44
iShares Core MSCI EAFE ETF
IEFA
$185B
$8.52M 0.56%
94,077
+7,882
IWM icon
45
iShares Russell 2000 ETF
IWM
$80.1B
$8.47M 0.56%
34,173
+51
SCHD icon
46
Schwab US Dividend Equity ETF
SCHD
$95.2B
$8.41M 0.55%
274,058
+286
GS icon
47
Goldman Sachs
GS
$310B
$8.36M 0.55%
9,886
-1,510
LLY icon
48
Eli Lilly
LLY
$1.03T
$7.98M 0.52%
8,678
-2,126
GWW icon
49
W.W. Grainger
GWW
$62.3B
$7.94M 0.52%
7,278
-186
NEE icon
50
NextEra Energy
NEE
$175B
$7.8M 0.51%
83,980
-470
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