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
551
$37.4K ﹤0.01%
+250
552
$37K ﹤0.01%
+782
553
$36.2K ﹤0.01%
+242
554
$36K ﹤0.01%
+546
555
$35.9K ﹤0.01%
+400
556
$35.1K ﹤0.01%
166
+35
557
$34.7K ﹤0.01%
774
+724
558
$32.9K ﹤0.01%
+1,038
559
$32.8K ﹤0.01%
+2,724
560
$32.6K ﹤0.01%
2,260
+2,000
561
$32.5K ﹤0.01%
662
+500
562
$32.3K ﹤0.01%
+1,104
563
$32.1K ﹤0.01%
+2,000
564
$32.1K ﹤0.01%
+2,200
565
$32K ﹤0.01%
116
+1
566
$31.7K ﹤0.01%
+377
567
$31.6K ﹤0.01%
+398
568
$31K ﹤0.01%
+3,069
569
$30.9K ﹤0.01%
+800
570
$30.3K ﹤0.01%
+960
571
$30K ﹤0.01%
+174
572
$29.9K ﹤0.01%
234
+93
573
$29.9K ﹤0.01%
500
574
$29.4K ﹤0.01%
+185
575
$29.3K ﹤0.01%
+334