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
$638M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$342K
3
+$320K
4
MRK icon
Merck
MRK
+$312K
5
APA icon
APA Corp
APA
+$261K

Top Sells

1
+$1.53M
2
+$1.14M
3
+$743K
4
AAPL icon
Apple
AAPL
+$443K
5
IAU icon
iShares Gold Trust
IAU
+$437K

Sector Composition

1 Healthcare 13.89%
2 Technology 13%
3 Consumer Staples 10.81%
4 Industrials 10.69%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.24M 1.13%
154,823
+1,891
27
$7.19M 1.13%
83,751
-400
28
$7.11M 1.11%
123,414
-1,787
29
$6.99M 1.1%
99,591
-1,381
30
$6.82M 1.07%
79,815
+906
31
$6.36M 1%
83,748
-520
32
$6.08M 0.95%
135,267
-647
33
$6.06M 0.95%
230,070
-4,211
34
$6.05M 0.95%
29,446
-350
35
$5.92M 0.93%
213,007
+427
36
$5.89M 0.92%
232,350
+424
37
$5.84M 0.91%
84,353
-419
38
$5.76M 0.9%
77,557
+814
39
$5.71M 0.89%
38,022
-1,097
40
$5.64M 0.88%
86,183
-2,732
41
$5.24M 0.82%
116,496
+843
42
$5.21M 0.82%
57,607
-518
43
$5.11M 0.8%
61,290
-8,917
44
$5.03M 0.79%
127,956
-6,339
45
$4.83M 0.76%
89,213
+5,767
46
$4.75M 0.74%
60,237
+150
47
$4.74M 0.74%
112,164
+1,482
48
$4.48M 0.7%
55,002
-202
49
$4.44M 0.7%
57,761
-350
50
$4.36M 0.68%
22,653
-24
1
2
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