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
701
$7.96K ﹤0.01%
269
702
$7.75K ﹤0.01%
+100
703
$7.75K ﹤0.01%
+130
704
$7.7K ﹤0.01%
+75
705
$7.68K ﹤0.01%
126
-25
706
$7.65K ﹤0.01%
+272
707
$7.62K ﹤0.01%
+60
708
$7.3K ﹤0.01%
150
+46
709
$7.15K ﹤0.01%
+100
710
$7.1K ﹤0.01%
+1,131
711
$7.04K ﹤0.01%
72
712
$7.01K ﹤0.01%
+25
713
$6.98K ﹤0.01%
800
714
$6.94K ﹤0.01%
+178
715
$6.75K ﹤0.01%
760
716
$6.72K ﹤0.01%
129
717
$6.65K ﹤0.01%
+56
718
$6.27K ﹤0.01%
200
+100
719
$6.24K ﹤0.01%
705
720
$6.19K ﹤0.01%
+100
721
$6.06K ﹤0.01%
12
722
$5.94K ﹤0.01%
339
+5
723
$5.87K ﹤0.01%
275
724
$5.74K ﹤0.01%
+193
725
$5.65K ﹤0.01%
+50
27 28
29
30 31