NB

NBT Bank Portfolio holdings

AUM $1.54B
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
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
476
$8.74K ﹤0.01%
1,244
477
$8.62K ﹤0.01%
200
478
$8.26K ﹤0.01%
151
479
$8.17K ﹤0.01%
102
480
$8.11K ﹤0.01%
353
481
$7.85K ﹤0.01%
269
482
$7.28K ﹤0.01%
183
483
$7.18K ﹤0.01%
100
484
$7.14K ﹤0.01%
48
485
$6.95K ﹤0.01%
73
-12
486
$6.93K ﹤0.01%
129
487
$6.69K ﹤0.01%
116
-3,093
488
$6.55K ﹤0.01%
102
+1
489
$6.53K ﹤0.01%
800
490
$6.48K ﹤0.01%
12
491
$6.41K ﹤0.01%
560
492
$6.2K ﹤0.01%
329
+4
493
$6.17K ﹤0.01%
131
+28
494
$6.04K ﹤0.01%
76
495
$5.88K ﹤0.01%
275
496
$5.26K ﹤0.01%
+50
497
$5.24K ﹤0.01%
18
-690
498
$5.19K ﹤0.01%
583
499
$5.02K ﹤0.01%
+100
500
$4.84K ﹤0.01%
250
18 19
20
21 22