NB

NBT Bank Portfolio holdings

AUM $1.54B
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.07M
3
+$1.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$894K
5
PANW icon
Palo Alto Networks
PANW
+$871K

Top Sells

1
+$17.4B
2
+$9.94B
3
+$4B
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.6B
5
VTV icon
Vanguard Value ETF
VTV
+$1.29B

Sector Composition

1 Technology 18.98%
2 Financials 10.27%
3 Industrials 10.16%
4 Healthcare 6.99%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHI icon
601
iShares US Medical Devices ETF
IHI
$4.35B
$19.1K ﹤0.01%
60
-258
YUMC icon
602
Yum China
YUMC
$15.8B
$19K ﹤0.01%
303
-140
BC icon
603
Brunswick
BC
$4.61B
$19K ﹤0.01%
300
ZS icon
604
Zscaler
ZS
$52.1B
$18.9K ﹤0.01%
+63
IBCA
605
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$108M
$18.6K ﹤0.01%
+715
EQT icon
606
EQT Corp
EQT
$32.6B
$18.5K ﹤0.01%
340
IBDV icon
607
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.13B
$18.4K ﹤0.01%
+830
IBDT icon
608
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$18.4K ﹤0.01%
+720
IBDY icon
609
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$868M
$18.4K ﹤0.01%
+700
IBDW icon
610
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.85B
$18.4K ﹤0.01%
+865
IBDX icon
611
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$18.3K ﹤0.01%
+715
IBDU icon
612
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.95B
$18.3K ﹤0.01%
+780
IBDS icon
613
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$18.3K ﹤0.01%
+750
IBDR icon
614
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$18.2K ﹤0.01%
+750
BMNR
615
BitMine Immersion Technologies
BMNR
$15B
$18.2K ﹤0.01%
+52
TDY icon
616
Teledyne Technologies
TDY
$24.7B
$18.2K ﹤0.01%
+31
ARTY
617
iShares Future AI & Tech ETF
ARTY
$1.73B
$17.7K ﹤0.01%
46
-341
LNG icon
618
Cheniere Energy
LNG
$47.5B
$17.6K ﹤0.01%
75
TM icon
619
Toyota
TM
$275B
$17.2K ﹤0.01%
90
-1,100
BEPC icon
620
Brookfield Renewable
BEPC
$7.79B
$16.7K ﹤0.01%
434
-52
CG icon
621
Carlyle Group
CG
$20.9B
$16.7K ﹤0.01%
63
-203
KD icon
622
Kyndryl
KD
$6.67B
$16.5K ﹤0.01%
40
-523
DAL icon
623
Delta Air Lines
DAL
$37.8B
$16.5K ﹤0.01%
291
+1
IBIT icon
624
iShares Bitcoin Trust
IBIT
$86.9B
$16.3K ﹤0.01%
+65
PNC icon
625
PNC Financial Services
PNC
$71.7B
$16.1K ﹤0.01%
80
23 24
25
26 27