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
551
$922 ﹤0.01%
67
552
$916 ﹤0.01%
11
553
$895 ﹤0.01%
53
+2
554
$865 ﹤0.01%
46
555
$843 ﹤0.01%
6
556
$794 ﹤0.01%
+17
557
$701 ﹤0.01%
356
558
$684 ﹤0.01%
154
+1
559
$672 ﹤0.01%
100
560
$670 ﹤0.01%
27
+1
561
$610 ﹤0.01%
50
562
$567 ﹤0.01%
11
563
$539 ﹤0.01%
100
564
$528 ﹤0.01%
200
565
$507 ﹤0.01%
+10
566
$486 ﹤0.01%
302
567
$397 ﹤0.01%
50
568
$390 ﹤0.01%
33
569
$371 ﹤0.01%
10
570
$369 ﹤0.01%
50
571
$357 ﹤0.01%
50
572
$334 ﹤0.01%
7
573
$193 ﹤0.01%
9
574
$172 ﹤0.01%
50
575
$150 ﹤0.01%
80
21 22
23
24 25