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
526
$2.55K ﹤0.01%
+23
527
$2.49K ﹤0.01%
100
528
$2.44K ﹤0.01%
86
529
$2.35K ﹤0.01%
+52
530
$2.32K ﹤0.01%
50
531
$2.26K ﹤0.01%
52
+1
532
$2.07K ﹤0.01%
50
533
$1.94K ﹤0.01%
160
534
$1.91K ﹤0.01%
46
-44
535
$1.76K ﹤0.01%
25
536
$1.66K ﹤0.01%
100
537
$1.46K ﹤0.01%
36
538
$1.43K ﹤0.01%
+50
539
$1.39K ﹤0.01%
500
540
$1.32K ﹤0.01%
+25
541
$1.22K ﹤0.01%
200
542
$1.19K ﹤0.01%
58
+1
543
$1.19K ﹤0.01%
35
544
$1.17K ﹤0.01%
100
545
$1.04K ﹤0.01%
314
546
$980 ﹤0.01%
11
547
$959 ﹤0.01%
5
548
$931 ﹤0.01%
54
+1
549
$922 ﹤0.01%
28
550
$845 ﹤0.01%
66
-1
20 21
22
23 24