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
701
$4.89K ﹤0.01%
+199
702
$4.88K ﹤0.01%
100
703
$4.63K ﹤0.01%
22
704
$4.41K ﹤0.01%
66
705
$4.41K ﹤0.01%
+54
706
$4.4K ﹤0.01%
20
-36
707
$4.29K ﹤0.01%
58
708
$4.25K ﹤0.01%
40
709
$4.1K ﹤0.01%
166
710
$3.98K ﹤0.01%
381
+10
711
$3.91K ﹤0.01%
105
712
$3.82K ﹤0.01%
113
713
$3.62K ﹤0.01%
118
714
$3.52K ﹤0.01%
437
715
$3.31K ﹤0.01%
75
716
$3.27K ﹤0.01%
100
717
$3.26K ﹤0.01%
75
718
$3.23K ﹤0.01%
28
719
$3.23K ﹤0.01%
250
720
$3.2K ﹤0.01%
44
721
$2.88K ﹤0.01%
400
722
$2.87K ﹤0.01%
126
723
$2.86K ﹤0.01%
103
724
$2.67K ﹤0.01%
20
725
$2.65K ﹤0.01%
12
27 28
29
30 31