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
$1.44B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.64M
3
+$1.52M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.83M
2
+$2.87M
3
+$2.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.4M

Sector Composition

1 Technology 18.03%
2 Financials 10.04%
3 Industrials 9.8%
4 Healthcare 8.06%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$62.7K ﹤0.01%
960
477
$62K ﹤0.01%
943
478
$61.4K ﹤0.01%
750
479
$61.2K ﹤0.01%
1,202
480
$61.2K ﹤0.01%
50
-7
481
$60.8K ﹤0.01%
715
-3
482
$60.4K ﹤0.01%
454
483
$60.3K ﹤0.01%
500
484
$60.2K ﹤0.01%
600
485
$58.7K ﹤0.01%
1,504
486
$58.2K ﹤0.01%
5,505
-5,816
487
$57.4K ﹤0.01%
2,180
488
$57.4K ﹤0.01%
2,384
489
$57.2K ﹤0.01%
450
-48
490
$57.2K ﹤0.01%
1,071
-139
491
$57.2K ﹤0.01%
2,088
492
$57K ﹤0.01%
1,145
493
$55.8K ﹤0.01%
1,825
494
$55.4K ﹤0.01%
300
495
$55.3K ﹤0.01%
683
-184
496
$54.7K ﹤0.01%
2,011
497
$53.7K ﹤0.01%
1,000
498
$52.9K ﹤0.01%
+700
499
$52.3K ﹤0.01%
2,100
500
$51.5K ﹤0.01%
576
+38
18 19
20
21 22