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
626
$19.1K ﹤0.01%
457
627
$18.8K ﹤0.01%
318
628
$18.8K ﹤0.01%
+556
629
$18.2K ﹤0.01%
+220
630
$18K ﹤0.01%
+414
631
$18K ﹤0.01%
+284
632
$17.6K ﹤0.01%
+356
633
$17.3K ﹤0.01%
+180
634
$16.9K ﹤0.01%
122
635
$16.8K ﹤0.01%
+429
636
$16.3K ﹤0.01%
342
+340
637
$15.9K ﹤0.01%
+516
638
$15.9K ﹤0.01%
486
+400
639
$15.8K ﹤0.01%
+450
640
$14.9K ﹤0.01%
+200
641
$14.9K ﹤0.01%
1,660
+1,500
642
$14.7K ﹤0.01%
1,468
-1,165
643
$14.6K ﹤0.01%
+288
644
$13.9K ﹤0.01%
129
645
$13.8K ﹤0.01%
195
646
$13.7K ﹤0.01%
+100
647
$13.5K ﹤0.01%
+1,500
648
$13.5K ﹤0.01%
+70
649
$13.5K ﹤0.01%
1,000
650
$13.5K ﹤0.01%
105