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
501
$4.75K ﹤0.01%
32
502
$4.75K ﹤0.01%
104
503
$4.64K ﹤0.01%
100
504
$4.53K ﹤0.01%
200
505
$4.52K ﹤0.01%
31
+1
506
$4.51K ﹤0.01%
467
+134
507
$4.38K ﹤0.01%
400
+300
508
$4.36K ﹤0.01%
371
509
$4.25K ﹤0.01%
55
510
$4.14K ﹤0.01%
72
+58
511
$3.96K ﹤0.01%
260
512
$3.87K ﹤0.01%
90
+73
513
$3.76K ﹤0.01%
105
514
$3.65K ﹤0.01%
14
515
$3.53K ﹤0.01%
155
516
$3.47K ﹤0.01%
160
517
$3.3K ﹤0.01%
177
518
$3.21K ﹤0.01%
75
519
$3.21K ﹤0.01%
57
+1
520
$3.18K ﹤0.01%
200
+50
521
$3.09K ﹤0.01%
40
522
$2.98K ﹤0.01%
12
523
$2.82K ﹤0.01%
129
524
$2.63K ﹤0.01%
+100
525
$2.62K ﹤0.01%
+50
19 20
21
22 23