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
526
$2.61K ﹤0.01%
51
527
$2.59K ﹤0.01%
126
528
$2.5K ﹤0.01%
100
529
$2.46K ﹤0.01%
575
530
$2.41K ﹤0.01%
437
531
$2.4K ﹤0.01%
57
-12
532
$2.27K ﹤0.01%
50
533
$2.11K ﹤0.01%
86
534
$1.99K ﹤0.01%
25
535
$1.87K ﹤0.01%
+84
536
$1.81K ﹤0.01%
18
537
$1.73K ﹤0.01%
7
538
$1.65K ﹤0.01%
50
539
$1.48K ﹤0.01%
+200
540
$1.45K ﹤0.01%
36
541
$1.37K ﹤0.01%
+50
542
$1.22K ﹤0.01%
28
+1
543
$1.21K ﹤0.01%
35
544
$1.21K ﹤0.01%
100
545
$1.18K ﹤0.01%
+200
546
$1.18K ﹤0.01%
5
547
$1.16K ﹤0.01%
314
548
$1.15K ﹤0.01%
100
549
$1.13K ﹤0.01%
500
550
$1.07K ﹤0.01%
57
-13
20 21
22
23 24