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
$1.28B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Sells

1 +$1.7M
2 +$1.4M
3 +$809K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$352K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$339K

Sector Composition

1 Technology 17.4%
2 Industrials 9.89%
3 Healthcare 9.43%
4 Financials 8.84%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$87 ﹤0.01%
+2
577
$71 ﹤0.01%
+39
578
$69 ﹤0.01%
+2
579
$64 ﹤0.01%
+1
580
$61 ﹤0.01%
+3
581
$53 ﹤0.01%
+1
582
$41 ﹤0.01%
+1
583
$35 ﹤0.01%
+1
584
$29 ﹤0.01%
+6
585
$1 ﹤0.01%
+1
586
-4,715
587
0
588
$0 ﹤0.01%
+500
589
-14,934