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
676
$10.9K ﹤0.01%
+681
677
$10.7K ﹤0.01%
+100
678
$10.6K ﹤0.01%
100
-100
679
$10.5K ﹤0.01%
+276
680
$10.4K ﹤0.01%
+200
681
$10.3K ﹤0.01%
+100
682
$10.3K ﹤0.01%
+100
683
$10.2K ﹤0.01%
500
684
$10K ﹤0.01%
+157
685
$9.98K ﹤0.01%
342
+340
686
$9.98K ﹤0.01%
200
687
$9.92K ﹤0.01%
+405
688
$9.87K ﹤0.01%
487
689
$9.73K ﹤0.01%
307
690
$9.63K ﹤0.01%
+103
691
$9.6K ﹤0.01%
+200
692
$9.52K ﹤0.01%
+874
693
$9K ﹤0.01%
+100
694
$8.93K ﹤0.01%
+100
695
$8.92K ﹤0.01%
103
696
$8.84K ﹤0.01%
+205
697
$8.61K ﹤0.01%
+3,696
698
$8.57K ﹤0.01%
+1,000
699
$8.36K ﹤0.01%
100
700
$8.29K ﹤0.01%
516