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
$638M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$342K
3
+$320K
4
MRK icon
Merck
MRK
+$312K
5
APA icon
APA Corp
APA
+$261K

Top Sells

1
+$1.53M
2
+$1.14M
3
+$743K
4
AAPL icon
Apple
AAPL
+$443K
5
IAU icon
iShares Gold Trust
IAU
+$437K

Sector Composition

1 Healthcare 13.89%
2 Technology 13%
3 Consumer Staples 10.81%
4 Industrials 10.69%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.23M 0.66%
159,212
-3,524
52
$4.05M 0.63%
58,673
+109
53
$4.05M 0.63%
85,679
-369
54
$3.99M 0.62%
139,272
-606
55
$3.97M 0.62%
47,783
+1,333
56
$3.84M 0.6%
132,595
+415
57
$3.81M 0.6%
27,769
-412
58
$3.76M 0.59%
41,123
-134
59
$3.71M 0.58%
39,876
-162
60
$3.69M 0.58%
36,530
-2,678
61
$3.69M 0.58%
76,680
-2,190
62
$3.58M 0.56%
34,948
-2,272
63
$3.32M 0.52%
67,395
-159
64
$3.13M 0.49%
79,321
+798
65
$3.12M 0.49%
12,259
-20
66
$3.12M 0.49%
59,395
-302
67
$3.03M 0.47%
15,621
-519
68
$3.03M 0.47%
67,330
-476
69
$2.98M 0.47%
38,979
-757
70
$2.95M 0.46%
22,756
-225
71
$2.94M 0.46%
22,609
-236
72
$2.83M 0.44%
29,692
+143
73
$2.62M 0.41%
49,130
+20
74
$2.61M 0.41%
63,180
-989
75
$2.55M 0.4%
21,356
+240
1 2
3
4 5