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
551
$29.1K ﹤0.01%
374
552
$29.1K ﹤0.01%
2,260
553
$29.1K ﹤0.01%
800
554
$29K ﹤0.01%
334
555
$28.7K ﹤0.01%
377
556
$28.7K ﹤0.01%
185
557
$28.7K ﹤0.01%
1,150
-100
558
$28.5K ﹤0.01%
174
559
$28.5K ﹤0.01%
2,724
560
$28.1K ﹤0.01%
560
561
$27.7K ﹤0.01%
194
-48
562
$27.4K ﹤0.01%
1,000
563
$27.3K ﹤0.01%
400
564
$27.1K ﹤0.01%
1,190
+1,090
565
$26.9K ﹤0.01%
247
+107
566
$26.9K ﹤0.01%
100
567
$26.6K ﹤0.01%
625
568
$26K ﹤0.01%
1,028
-26
569
$26K ﹤0.01%
257
570
$26K ﹤0.01%
70
-10
571
$25.9K ﹤0.01%
1,142
572
$25.8K ﹤0.01%
340
573
$25.6K ﹤0.01%
286
574
$25.5K ﹤0.01%
300
575
$24.8K ﹤0.01%
600
21 22
23
24 25