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
$696M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$864K
3
+$764K
4
CRM icon
Salesforce
CRM
+$610K
5
IBM icon
IBM
IBM
+$526K

Top Sells

1
+$2.21M
2
+$1.23M
3
+$1.21M
4
MSFT icon
Microsoft
MSFT
+$965K
5
JPM icon
JPMorgan Chase
JPM
+$671K

Sector Composition

1 Technology 14.64%
2 Healthcare 10.68%
3 Industrials 8.72%
4 Financials 8.59%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.51M 0.65%
59,703
-1,039
52
$4.5M 0.65%
59,787
+2,225
53
$4.41M 0.63%
40,786
-2,956
54
$4.3M 0.62%
41,700
-4,840
55
$3.96M 0.57%
10,703
+895
56
$3.73M 0.54%
14,630
+1,725
57
$3.67M 0.53%
27,605
-369
58
$3.65M 0.52%
55,038
-1,390
59
$3.63M 0.52%
17,132
+2,056
60
$3.62M 0.52%
80,004
+1,950
61
$3.6M 0.52%
46,396
-540
62
$3.57M 0.51%
67,780
-250
63
$3.57M 0.51%
50,862
-160
64
$3.39M 0.49%
180,098
+6,440
65
$3.3M 0.47%
144,246
-653
66
$3.23M 0.46%
15,228
+2,879
67
$3.12M 0.45%
11,630
-362
68
$3.11M 0.45%
34,998
-1,585
69
$3.08M 0.44%
48,048
+5,259
70
$2.99M 0.43%
9,790
+341
71
$2.92M 0.42%
18,900
-60
72
$2.91M 0.42%
21,898
-1,233
73
$2.89M 0.42%
9,816
+20
74
$2.82M 0.41%
73,456
+630
75
$2.76M 0.4%
9,867
-50
1 2
3
4 5