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
$1.54B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$1.35M
3
+$1.22M
4
GS icon
Goldman Sachs
GS
+$1.03M
5
GEV icon
GE Vernova
GEV
+$1.01M

Top Sells

1
+$20.7M
2
+$17.7M
3
+$16.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.72M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.15M

Sector Composition

1 Technology 18.98%
2 Financials 10.28%
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
$3.38B
$19.1K ﹤0.01%
60
-258
YUMC icon
602
Yum China
YUMC
$18.7B
$19K ﹤0.01%
303
-140
BC icon
603
Brunswick
BC
$4.61B
$19K ﹤0.01%
300
ZS icon
604
Zscaler
ZS
$24.6B
$18.9K ﹤0.01%
+63
IBCA
605
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$316M
$18.6K ﹤0.01%
+715
EQT icon
606
EQT Corp
EQT
$39.6B
$18.5K ﹤0.01%
340
IBDV icon
607
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.96B
$18.4K ﹤0.01%
+830
IBDT icon
608
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.76B
$18.4K ﹤0.01%
+720
IBDY icon
609
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.05B
$18.4K ﹤0.01%
+700
IBDW icon
610
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.28B
$18.4K ﹤0.01%
+865
IBDX icon
611
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.61B
$18.3K ﹤0.01%
+715
IBDU icon
612
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.66B
$18.3K ﹤0.01%
+780
IBDS icon
613
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.74B
$18.3K ﹤0.01%
+750
IBDR icon
614
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$18.2K ﹤0.01%
+750
BMNR
615
BitMine Immersion Technologies
BMNR
$9.52B
$18.2K ﹤0.01%
+52
TDY icon
616
Teledyne Technologies
TDY
$30.3B
$18.2K ﹤0.01%
+31
ARTY
617
iShares Future AI & Tech ETF
ARTY
$2.26B
$17.7K ﹤0.01%
46
-341
LNG icon
618
Cheniere Energy
LNG
$52.5B
$17.6K ﹤0.01%
75
TM icon
619
Toyota
TM
$287B
$17.2K ﹤0.01%
90
-1,100
BEPC icon
620
Brookfield Renewable
BEPC
$7.43B
$16.7K ﹤0.01%
434
-52
CG icon
621
Carlyle Group
CG
$16.8B
$16.7K ﹤0.01%
63
-203
KD icon
622
Kyndryl
KD
$2.87B
$16.5K ﹤0.01%
40
-523
DAL icon
623
Delta Air Lines
DAL
$38.4B
$16.5K ﹤0.01%
291
+1
IBIT icon
624
iShares Bitcoin Trust
IBIT
$54.8B
$16.3K ﹤0.01%
+65
PNC icon
625
PNC Financial Services
PNC
$82.7B
$16.1K ﹤0.01%
80
23 24
25
26 27