NB

NBT Bank Portfolio holdings

AUM $1.55B
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
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
+$4.91M
2
+$1.7M
3
+$1.42M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.11M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M

Top Sells

1
+$5.49M
2
+$2.65M
3
+$2.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.93M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.42M

Sector Composition

1 Technology 18.03%
2 Financials 10.05%
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
601
$18.6K ﹤0.01%
650
602
$18.6K ﹤0.01%
318
603
$18.5K ﹤0.01%
220
604
$18.5K ﹤0.01%
350
605
$17.6K ﹤0.01%
516
606
$17.4K ﹤0.01%
288
607
$16.5K ﹤0.01%
1,066
608
$15.9K ﹤0.01%
516
609
$15.5K ﹤0.01%
1,660
610
$15.5K ﹤0.01%
1,038
-470
611
$15.5K ﹤0.01%
414
612
$15.1K ﹤0.01%
284
613
$14.9K ﹤0.01%
200
614
$14.8K ﹤0.01%
200
615
$14.8K ﹤0.01%
280
616
$14.7K ﹤0.01%
429
617
$14.7K ﹤0.01%
342
618
$14.6K ﹤0.01%
100
619
$14.3K ﹤0.01%
387
+1
620
$14.3K ﹤0.01%
105
621
$14.3K ﹤0.01%
450
622
$13.9K ﹤0.01%
35
623
$13.8K ﹤0.01%
100
624
$13.7K ﹤0.01%
1,306
-9,700
625
$13.6K ﹤0.01%
500
23 24
25
26 27