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
651
$13.4K ﹤0.01%
+140
652
$13.3K ﹤0.01%
414
+1
653
$13.2K ﹤0.01%
386
654
$13.2K ﹤0.01%
+35
655
$13.1K ﹤0.01%
+244
656
$13K ﹤0.01%
+280
657
$12.8K ﹤0.01%
+200
658
$12.7K ﹤0.01%
+500
659
$12.7K ﹤0.01%
+190
660
$12.7K ﹤0.01%
551
+3
661
$12.6K ﹤0.01%
+56
662
$12.5K ﹤0.01%
+1,824
663
$12.4K ﹤0.01%
295
664
$12.3K ﹤0.01%
+153
665
$12.3K ﹤0.01%
+275
666
$12.1K ﹤0.01%
245
667
$12.1K ﹤0.01%
1,042
+6
668
$12.1K ﹤0.01%
+105
669
$12K ﹤0.01%
+210
670
$11.8K ﹤0.01%
+152
671
$11.6K ﹤0.01%
167
+142
672
$11.5K ﹤0.01%
266
673
$11.4K ﹤0.01%
544
674
$11.2K ﹤0.01%
+68
675
$11K ﹤0.01%
+100