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
$559M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$513K
3
+$422K
4
APA icon
APA Corp
APA
+$398K
5
CVX icon
Chevron
CVX
+$385K

Top Sells

1
+$3.83M
2
+$1.98M
3
+$675K
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
XOM icon
Exxon Mobil
XOM
+$403K

Sector Composition

1 Healthcare 14.72%
2 Technology 12.74%
3 Consumer Staples 11.41%
4 Industrials 10.08%
5 Financials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.67%
64,090
-429
52
$3.65M 0.65%
36,913
+5,195
53
$3.64M 0.65%
130,705
+2,240
54
$3.62M 0.65%
53,527
-939
55
$3.6M 0.64%
46,715
-861
56
$3.6M 0.64%
138,580
-6,884
57
$3.52M 0.63%
43,187
+756
58
$3.34M 0.6%
37,166
-425
59
$3.28M 0.59%
26,037
-1,103
60
$3.23M 0.58%
64,606
-3,179
61
$3.22M 0.58%
22,275
-250
62
$3.09M 0.55%
71,318
+3,001
63
$2.91M 0.52%
75,004
+3,631
64
$2.86M 0.51%
22,549
-200
65
$2.78M 0.5%
48,144
+365
66
$2.64M 0.47%
61,843
-1,101
67
$2.61M 0.47%
37,511
+595
68
$2.6M 0.47%
33,834
+51
69
$2.49M 0.45%
54,526
-2,178
70
$2.47M 0.44%
59,023
+272
71
$2.44M 0.44%
52,151
-3,439
72
$2.34M 0.42%
91,088
-1,223
73
$2.3M 0.41%
53,754
-1,634
74
$2.3M 0.41%
33,844
-319
75
$2.29M 0.41%
48,909
-200
1 2
3
4 5