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
$573M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$502K
3
+$430K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$401K
5
AAPL icon
Apple
AAPL
+$333K

Top Sells

1
+$1.07M
2
+$873K
3
+$776K
4
XOM icon
Exxon Mobil
XOM
+$635K
5
CLX icon
Clorox
CLX
+$493K

Sector Composition

1 Healthcare 14.95%
2 Technology 12.43%
3 Consumer Staples 11.72%
4 Industrials 10%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.93M 0.69%
113,580
+7,940
52
$3.89M 0.68%
72,673
-821
53
$3.88M 0.68%
130,030
-365
54
$3.69M 0.64%
47,353
-4,914
55
$3.66M 0.64%
51,273
+215
56
$3.61M 0.63%
48,817
+1,442
57
$3.57M 0.62%
68,108
-8,310
58
$3.46M 0.6%
86,669
+10,051
59
$3.4M 0.59%
88,591
+2,769
60
$3.33M 0.58%
22,771
-2,042
61
$3.32M 0.58%
94,440
-120
62
$3.12M 0.54%
56,490
-6,325
63
$3.02M 0.53%
55,500
+174
64
$2.98M 0.52%
41,738
-1,357
65
$2.82M 0.49%
36,414
-128
66
$2.76M 0.48%
36,410
-246
67
$2.66M 0.46%
20,472
-1,753
68
$2.65M 0.46%
30,560
-1,716
69
$2.63M 0.46%
68,248
+32
70
$2.54M 0.44%
47,439
+90
71
$2.53M 0.44%
62,823
+1,154
72
$2.52M 0.44%
103,332
-2,679
73
$2.41M 0.42%
17,407
-3,565
74
$2.31M 0.4%
27,384
-4,425
75
$2.3M 0.4%
25,951
-179
1 2
3
4 5