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
601
$24.2K ﹤0.01%
+231
602
$24.1K ﹤0.01%
75
603
$24.1K ﹤0.01%
+148
604
$24K ﹤0.01%
286
605
$23.2K ﹤0.01%
+600
606
$23.1K ﹤0.01%
+1,250
607
$22.9K ﹤0.01%
721
608
$22.8K ﹤0.01%
+220
609
$22.7K ﹤0.01%
+423
610
$22.7K ﹤0.01%
2,200
611
$22.4K ﹤0.01%
+340
612
$22.3K ﹤0.01%
+150
613
$22.1K ﹤0.01%
+1,108
614
$22.1K ﹤0.01%
+1,000
615
$22K ﹤0.01%
446
+4
616
$21.2K ﹤0.01%
+1,066
617
$21K ﹤0.01%
100
618
$21K ﹤0.01%
+1,983
619
$20.6K ﹤0.01%
650
620
$20.5K ﹤0.01%
+408
621
$20.4K ﹤0.01%
+64
622
$20.4K ﹤0.01%
1,799
623
$20.1K ﹤0.01%
+300
624
$19.9K ﹤0.01%
443
+260
625
$19.4K ﹤0.01%
350
+50