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
576
$29.1K ﹤0.01%
+469
577
$28.9K ﹤0.01%
+100
578
$28.9K ﹤0.01%
1,508
+1,450
579
$28.8K ﹤0.01%
+80
580
$28.8K ﹤0.01%
304
581
$28.6K ﹤0.01%
+374
582
$28.6K ﹤0.01%
+560
583
$28.4K ﹤0.01%
651
584
$28.3K ﹤0.01%
+1,000
585
$28.1K ﹤0.01%
500
586
$27.6K ﹤0.01%
+53
587
$27.3K ﹤0.01%
1,054
-36
588
$27.2K ﹤0.01%
1,142
+630
589
$27.1K ﹤0.01%
625
590
$26.7K ﹤0.01%
150
591
$26.5K ﹤0.01%
3,000
-14,450
592
$26.4K ﹤0.01%
+230
593
$25.9K ﹤0.01%
277
+31
594
$25.9K ﹤0.01%
+1,473
595
$25.6K ﹤0.01%
257
596
$25.4K ﹤0.01%
+100
597
$25.1K ﹤0.01%
+300
598
$25K ﹤0.01%
+1,142
599
$24.7K ﹤0.01%
+200
600
$24.6K ﹤0.01%
+600