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
$569M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.01M
3
+$776K
4
BBY icon
Best Buy
BBY
+$581K
5
AAPL icon
Apple
AAPL
+$500K

Top Sells

1
+$529K
2
+$528K
3
+$415K
4
XOM icon
Exxon Mobil
XOM
+$373K
5
DHR icon
Danaher
DHR
+$360K

Sector Composition

1 Healthcare 14.14%
2 Technology 12.98%
3 Consumer Staples 11.73%
4 Industrials 10.08%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.68%
36,357
-556
52
$3.88M 0.68%
17,495
-954
53
$3.86M 0.68%
62,815
-1,299
54
$3.79M 0.67%
76,418
+5,100
55
$3.76M 0.66%
130,395
-310
56
$3.76M 0.66%
73,494
+8,888
57
$3.61M 0.63%
94,560
-3,100
58
$3.46M 0.61%
24,813
-1,224
59
$3.23M 0.57%
51,058
+2,914
60
$3.23M 0.57%
85,822
+26,799
61
$3.12M 0.55%
36,542
-624
62
$3.11M 0.55%
43,095
-92
63
$3.08M 0.54%
47,375
+660
64
$2.99M 0.53%
76,618
+1,614
65
$2.84M 0.5%
55,326
+800
66
$2.82M 0.5%
22,225
-50
67
$2.81M 0.49%
36,656
+2,812
68
$2.67M 0.47%
68,216
+3,956
69
$2.64M 0.46%
20,972
-1,577
70
$2.5M 0.44%
61,669
-174
71
$2.45M 0.43%
47,349
-1,560
72
$2.42M 0.43%
32,276
-1,558
73
$2.42M 0.43%
106,011
-2,349
74
$2.41M 0.42%
90,552
-536
75
$2.33M 0.41%
20,374
-555
1 2
3
4 5