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
526
$37.5K ﹤0.01%
229
+3
527
$37.4K ﹤0.01%
414
528
$37K ﹤0.01%
1,104
529
$36.7K ﹤0.01%
910
530
$36.7K ﹤0.01%
965
531
$36.6K ﹤0.01%
3,102
+33
532
$35.5K ﹤0.01%
230
533
$34.8K ﹤0.01%
1,900
534
$33.6K ﹤0.01%
+202
535
$33.3K ﹤0.01%
2,857
-315
536
$33.3K ﹤0.01%
2,200
537
$33.1K ﹤0.01%
469
538
$32.9K ﹤0.01%
662
539
$32.5K ﹤0.01%
201
-3,095
540
$32.1K ﹤0.01%
155
-44
541
$32K ﹤0.01%
1,062
542
$31.9K ﹤0.01%
398
543
$31.7K ﹤0.01%
700
544
$31.6K ﹤0.01%
946
-762
545
$31.2K ﹤0.01%
166
546
$30.4K ﹤0.01%
960
547
$30.1K ﹤0.01%
500
548
$29.4K ﹤0.01%
1,038
549
$29.2K ﹤0.01%
304
550
$29.2K ﹤0.01%
85
+10
20 21
22
23 24