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
501
$51.4K ﹤0.01%
1,127
-36
502
$51.3K ﹤0.01%
486
503
$50.7K ﹤0.01%
676
-212
504
$47.8K ﹤0.01%
400
505
$47K ﹤0.01%
650
-302
506
$46.9K ﹤0.01%
1,481
507
$46.9K ﹤0.01%
205
508
$46.8K ﹤0.01%
162
+46
509
$46.7K ﹤0.01%
221
+2
510
$46.6K ﹤0.01%
897
511
$46.1K ﹤0.01%
760
512
$45.7K ﹤0.01%
663
-15
513
$45K ﹤0.01%
150
514
$44.6K ﹤0.01%
250
515
$43.2K ﹤0.01%
820
516
$42.1K ﹤0.01%
913
517
$42K ﹤0.01%
832
518
$41.4K ﹤0.01%
3,640
-1,630
519
$41K ﹤0.01%
886
-556
520
$40.8K ﹤0.01%
3,330
-100
521
$40.4K ﹤0.01%
546
522
$39.3K ﹤0.01%
4,031
523
$39.2K ﹤0.01%
2,000
524
$39.1K ﹤0.01%
847
+65
525
$38.1K ﹤0.01%
880
19 20
21
22 23