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
676
$7.03K ﹤0.01%
272
677
$6.92K ﹤0.01%
75
678
$6.87K ﹤0.01%
72
679
$6.8K ﹤0.01%
178
680
$6.79K ﹤0.01%
205
681
$6.71K ﹤0.01%
100
682
$6.65K ﹤0.01%
500
+100
683
$6.54K ﹤0.01%
800
684
$6.47K ﹤0.01%
1,131
685
$6.44K ﹤0.01%
95
686
$6.38K ﹤0.01%
60
687
$6.34K ﹤0.01%
705
688
$5.93K ﹤0.01%
+260
689
$5.9K ﹤0.01%
31
690
$5.89K ﹤0.01%
32
691
$5.6K ﹤0.01%
344
+5
692
$5.46K ﹤0.01%
56
693
$5.32K ﹤0.01%
275
694
$5.32K ﹤0.01%
193
695
$5.16K ﹤0.01%
300
696
$5.15K ﹤0.01%
200
697
$5.12K ﹤0.01%
549
+83
698
$5.04K ﹤0.01%
+180
699
$4.95K ﹤0.01%
76
700
$4.92K ﹤0.01%
58
-532