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
$1.4B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$8.57M
2 +$6.85M
3 +$5.93M
4
GWW icon
W.W. Grainger
GWW
+$3.57M
5
MCD icon
McDonald's
MCD
+$3.56M

Top Sells

1 +$12M
2 +$9.71M
3 +$9.36M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
TT icon
Trane Technologies
TT
+$3.25M

Sector Composition

1 Technology 18.61%
2 Industrials 9.69%
3 Financials 9.35%
4 Healthcare 9.05%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9.16K ﹤0.01%
487
477
$9.02K ﹤0.01%
1,244
478
$8.78K ﹤0.01%
568
479
$8.32K ﹤0.01%
151
480
$8.02K ﹤0.01%
353
481
$7.9K ﹤0.01%
705
482
$7.61K ﹤0.01%
100
483
$7.07K ﹤0.01%
102
484
$7.05K ﹤0.01%
269
485
$6.79K ﹤0.01%
72
-1
486
$6.76K ﹤0.01%
800
487
$6.51K ﹤0.01%
129
488
$6.45K ﹤0.01%
103
+1
489
$6.14K ﹤0.01%
760
+200
490
$6.11K ﹤0.01%
131
491
$6.05K ﹤0.01%
48
492
$5.85K ﹤0.01%
12
493
$5.71K ﹤0.01%
+100
494
$5.67K ﹤0.01%
334
+5
495
$5.64K ﹤0.01%
183
496
$5.47K ﹤0.01%
275
497
$5.37K ﹤0.01%
400
498
$5.35K ﹤0.01%
76
499
$5.17K ﹤0.01%
583
500
$4.98K ﹤0.01%
32