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
$1.44B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.64M
3
+$1.52M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.83M
2
+$2.87M
3
+$2.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.4M

Sector Composition

1 Technology 18.03%
2 Financials 10.04%
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
626
$13.6K ﹤0.01%
153
-124
627
$13.4K ﹤0.01%
266
628
$13.2K ﹤0.01%
414
629
$13.1K ﹤0.01%
105
630
$13.1K ﹤0.01%
1,049
+7
631
$13.1K ﹤0.01%
+1,000
632
$13K ﹤0.01%
200
633
$12.9K ﹤0.01%
1,468
634
$12.9K ﹤0.01%
1,500
635
$12.9K ﹤0.01%
242
-1,000
636
$12.8K ﹤0.01%
210
637
$12.8K ﹤0.01%
195
638
$12.7K ﹤0.01%
68
639
$12.6K ﹤0.01%
244
640
$12K ﹤0.01%
152
641
$11.9K ﹤0.01%
558
-3,831
642
$11.9K ﹤0.01%
295
643
$11.5K ﹤0.01%
153
644
$11.4K ﹤0.01%
100
645
$11.4K ﹤0.01%
+150
646
$10.9K ﹤0.01%
100
647
$10.8K ﹤0.01%
187
-3
648
$10.8K ﹤0.01%
1,824
649
$10.3K ﹤0.01%
100
650
$10.2K ﹤0.01%
119
+19
24 25
26
27 28