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
651
$10.2K ﹤0.01%
+181
652
$9.76K ﹤0.01%
200
653
$9.56K ﹤0.01%
874
654
$9.45K ﹤0.01%
100
655
$9.4K ﹤0.01%
1,000
656
$9.19K ﹤0.01%
200
657
$9.19K ﹤0.01%
103
658
$9.17K ﹤0.01%
3,696
659
$9.14K ﹤0.01%
626
-55
660
$9.11K ﹤0.01%
342
661
$9.1K ﹤0.01%
405
662
$8.94K ﹤0.01%
276
663
$8.93K ﹤0.01%
487
664
$8.77K ﹤0.01%
100
665
$8.65K ﹤0.01%
104
+1
666
$8.45K ﹤0.01%
500
667
$8.32K ﹤0.01%
126
-41
668
$8.23K ﹤0.01%
100
669
$8.09K ﹤0.01%
27
-91
670
$7.99K ﹤0.01%
+1,200
671
$7.99K ﹤0.01%
157
672
$7.87K ﹤0.01%
+125
673
$7.31K ﹤0.01%
269
674
$7.08K ﹤0.01%
100
675
$7.08K ﹤0.01%
130
25 26
27
28 29