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
$1.48B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$1.82M
3 +$1.51M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.43M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.34M

Top Sells

1 +$4.49M
2 +$1.84M
3 +$1.78M
4
TEL icon
TE Connectivity
TEL
+$1.14M
5
COST icon
Costco
COST
+$1.03M

Sector Composition

1 Technology 17.7%
2 Industrials 10.13%
3 Financials 9.52%
4 Healthcare 8.94%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$72.8K ﹤0.01%
+601
477
$72.6K ﹤0.01%
880
478
$71.6K ﹤0.01%
2,333
479
$71.1K ﹤0.01%
+913
480
$70.4K ﹤0.01%
1,211
481
$70.2K ﹤0.01%
+380
482
$70K ﹤0.01%
867
+683
483
$69.9K ﹤0.01%
498
+450
484
$69.8K ﹤0.01%
+1,202
485
$68.9K ﹤0.01%
+296
486
$68.6K ﹤0.01%
+1,202
487
$68.1K ﹤0.01%
+742
488
$67.7K ﹤0.01%
1,442
-121
489
$67.1K ﹤0.01%
1,242
490
$66.5K ﹤0.01%
+943
491
$65.9K ﹤0.01%
+1,288
492
$65.5K ﹤0.01%
+1,318
493
$64.9K ﹤0.01%
+525
494
$64.8K ﹤0.01%
+1,504
495
$63.1K ﹤0.01%
2,088
-439
496
$62.4K ﹤0.01%
+500
497
$62.3K ﹤0.01%
+1,074
498
$62.3K ﹤0.01%
233
499
$62.2K ﹤0.01%
1,708
+848
500
$61.9K ﹤0.01%
2,180
+2,025