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
$659M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$614K
2
+$465K
3
+$442K
4
WGL
Wgl Holdings
WGL
+$369K
5
AXP icon
American Express
AXP
+$222K

Top Sells

1
+$2.23M
2
+$2.07M
3
+$1.75M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.61M

Sector Composition

1 Healthcare 13.3%
2 Technology 12.57%
3 Industrials 10.62%
4 Energy 10.58%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.38M 0.66%
61,242
-4,248
52
$4.36M 0.66%
45,904
+2,343
53
$4.31M 0.65%
168,124
-1,944
54
$4.22M 0.64%
95,403
-19,932
55
$3.92M 0.59%
136,845
-740
56
$3.83M 0.58%
153,144
-24,411
57
$3.81M 0.58%
42,299
-10,600
58
$3.77M 0.57%
31,499
-1,499
59
$3.77M 0.57%
46,424
-7,191
60
$3.68M 0.56%
36,555
+4,626
61
$3.67M 0.56%
22,837
-325
62
$3.63M 0.55%
66,013
-12,107
63
$3.62M 0.55%
44,298
-8,163
64
$3.16M 0.48%
23,796
-510
65
$3.14M 0.48%
81,060
-6,100
66
$3.12M 0.47%
12,279
-160
67
$3.06M 0.46%
39,874
68
$3.03M 0.46%
23,800
-559
69
$3.01M 0.46%
17,962
-1,180
70
$2.99M 0.45%
75,007
+2,874
71
$2.98M 0.45%
68,690
-5,270
72
$2.96M 0.45%
70,554
-3,285
73
$2.93M 0.44%
17,447
-874
74
$2.83M 0.43%
70,228
-25,346
75
$2.79M 0.42%
54,198
-27,128
1 2
3
4 5