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
576
$24.7K ﹤0.01%
464
-310
577
$24.5K ﹤0.01%
194
-40
578
$24.4K ﹤0.01%
514
-3,350
579
$24.3K ﹤0.01%
1,142
580
$23.8K ﹤0.01%
1,108
581
$23.3K ﹤0.01%
+805
582
$23.2K ﹤0.01%
200
583
$23.1K ﹤0.01%
600
584
$21.6K ﹤0.01%
64
585
$21.4K ﹤0.01%
103
-118
586
$21.3K ﹤0.01%
443
587
$21.1K ﹤0.01%
220
588
$21K ﹤0.01%
410
+2
589
$21K ﹤0.01%
457
590
$20.9K ﹤0.01%
100
591
$20.7K ﹤0.01%
2,053
-9,700
592
$20.7K ﹤0.01%
423
593
$20.5K ﹤0.01%
313
-600
594
$20.3K ﹤0.01%
556
595
$20.2K ﹤0.01%
150
596
$19.8K ﹤0.01%
2,200
597
$19.4K ﹤0.01%
300
598
$19.2K ﹤0.01%
356
599
$19.1K ﹤0.01%
551
600
$18.9K ﹤0.01%
1,983
22 23
24
25 26