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
501
$4.83K ﹤0.01%
18
502
$4.74K ﹤0.01%
100
503
$4.66K ﹤0.01%
104
504
$4.54K ﹤0.01%
100
505
$4.51K ﹤0.01%
467
506
$4.4K ﹤0.01%
105
507
$4.32K ﹤0.01%
50
508
$4.26K ﹤0.01%
118
-482
509
$4.22K ﹤0.01%
200
510
$4.12K ﹤0.01%
155
511
$4.07K ﹤0.01%
55
512
$3.85K ﹤0.01%
371
513
$3.77K ﹤0.01%
260
514
$3.52K ﹤0.01%
575
515
$3.52K ﹤0.01%
250
516
$3.37K ﹤0.01%
129
517
$3.25K ﹤0.01%
57
518
$3.23K ﹤0.01%
75
519
$3.13K ﹤0.01%
54
-6,189
520
$2.82K ﹤0.01%
54
+4
521
$2.71K ﹤0.01%
12
522
$2.7K ﹤0.01%
100
523
$2.7K ﹤0.01%
437
524
$2.67K ﹤0.01%
126
525
$2.64K ﹤0.01%
40