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
$666M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$19.3M
3
+$18.5M
4
IBM icon
IBM
IBM
+$18M
5
CVX icon
Chevron
CVX
+$17.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.77%
2 Technology 12.35%
3 Consumer Staples 11.12%
4 Industrials 10.51%
5 Energy 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.64M 0.7%
+76,703
52
$4.61M 0.69%
+111,503
53
$4.6M 0.69%
+69,436
54
$4.53M 0.68%
+120,253
55
$4.52M 0.68%
+191,545
56
$4.33M 0.65%
+124,240
57
$4.21M 0.63%
+74,070
58
$4.15M 0.62%
+63,315
59
$4.1M 0.62%
+57,733
60
$3.88M 0.58%
+190,444
61
$3.82M 0.57%
+105,681
62
$3.76M 0.57%
+67,578
63
$3.5M 0.52%
+204,722
64
$3.42M 0.51%
+77,097
65
$3.36M 0.5%
+34,005
66
$3.36M 0.5%
+13,314
67
$3.33M 0.5%
+48,470
68
$3.31M 0.5%
+104,044
69
$3.18M 0.48%
+137,690
70
$3.18M 0.48%
+34,759
71
$3.12M 0.47%
+20,996
72
$3.12M 0.47%
+27,081
73
$3.03M 0.46%
+112,575
74
$3.02M 0.45%
+19,963
75
$2.85M 0.43%
+93,264
1 2
3
4 5