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
$1.48B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$1.82M
3 +$1.51M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.43M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.34M

Top Sells

1 +$4.49M
2 +$1.84M
3 +$1.78M
4
TEL icon
TE Connectivity
TEL
+$1.14M
5
COST icon
Costco
COST
+$1.03M

Sector Composition

1 Technology 17.7%
2 Industrials 10.13%
3 Financials 9.52%
4 Healthcare 8.94%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$47.9K ﹤0.01%
219
+67
527
$47.5K ﹤0.01%
+965
528
$46.8K ﹤0.01%
+897
529
$46.2K ﹤0.01%
736
+197
530
$46.1K ﹤0.01%
+760
531
$45.8K ﹤0.01%
678
532
$45.4K ﹤0.01%
1,106
533
$45.1K ﹤0.01%
+960
534
$44.4K ﹤0.01%
+750
535
$44K ﹤0.01%
+913
536
$42.9K ﹤0.01%
+118
537
$42.5K ﹤0.01%
+2,100
538
$42.1K ﹤0.01%
585
+560
539
$42.1K ﹤0.01%
832
540
$41.9K ﹤0.01%
+1,825
541
$40.9K ﹤0.01%
1,062
+1,034
542
$40.3K ﹤0.01%
199
543
$40.2K ﹤0.01%
+910
544
$40.2K ﹤0.01%
+880
545
$39.4K ﹤0.01%
226
+1
546
$39.3K ﹤0.01%
+3,172
547
$38.7K ﹤0.01%
+4,031
548
$38.5K ﹤0.01%
+414
549
$38K ﹤0.01%
+700
550
$37.6K ﹤0.01%
+1,900