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
$1.37B
AUM Growth
+$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.62M
3
+$1.85M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.57M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.54M

Top Sells

1
+$3M
2
+$1.69M
3
+$1.63M
4
JPM icon
JPMorgan Chase
JPM
+$1.17M
5
HUBB icon
Hubbell
HUBB
+$789K

Sector Composition

1 Technology 16.84%
2 Industrials 10.03%
3 Healthcare 9.23%
4 Financials 8.98%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.92%
96,187
-842
27
$12.1M 0.88%
48,267
-346
28
$11.9M 0.87%
101,424
+12,228
29
$11.4M 0.84%
62,741
-2,552
30
$11M 0.81%
42,332
+6,024
31
$10.9M 0.8%
297,434
+3,750
32
$10.9M 0.8%
66,950
+11,365
33
$10.3M 0.75%
18,434
-352
34
$10.2M 0.75%
20,685
-273
35
$9.98M 0.73%
86,529
-3,115
36
$9.38M 0.69%
38,123
-628
37
$9.34M 0.68%
48,893
+4,196
38
$9.3M 0.68%
75,975
-4,324
39
$9.28M 0.68%
185,952
-5,771
40
$8.82M 0.65%
118,781
-4,336
41
$8.46M 0.62%
16,166
-222
42
$8.43M 0.62%
108,996
+1,033
43
$8.2M 0.6%
305,103
-4,656
44
$8.04M 0.59%
131,346
-1,490
45
$7.57M 0.55%
9,728
-148
46
$7.17M 0.53%
72,152
+6,579
47
$7.01M 0.51%
33,319
-545
48
$6.96M 0.51%
68,626
-1,076
49
$6.93M 0.51%
11,931
-15
50
$6.82M 0.5%
54,303
-2,498
1
2
3 4 5