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
$1.37B
AUM Growth
+$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.62M
3
+$1.85M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.57M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.54M

Top Sells

1
+$3M
2
+$1.69M
3
+$1.63M
4
JPM icon
JPMorgan Chase
JPM
+$1.17M
5
HUBB icon
Hubbell
HUBB
+$789K

Sector Composition

1 Technology 16.84%
2 Industrials 10.03%
3 Healthcare 9.23%
4 Financials 8.98%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.7M 0.49%
122,829
-3,126
52
$6.54M 0.48%
31,732
-429
53
$6.53M 0.48%
17,012
-113
54
$6.42M 0.47%
31,298
-1,253
55
$6.35M 0.47%
66,894
-63
56
$6.23M 0.46%
78,058
+57
57
$6.15M 0.45%
68,040
-3,200
58
$6.05M 0.44%
35,748
-501
59
$5.8M 0.42%
209,062
+11,250
60
$5.73M 0.42%
81,874
+183
61
$5.19M 0.38%
29,307
-89
62
$5.15M 0.38%
95,784
+2,102
63
$5.11M 0.37%
94,171
-4,437
64
$5.03M 0.37%
51,385
+6,230
65
$4.89M 0.36%
17,511
-67
66
$4.77M 0.35%
10,495
-223
67
$4.76M 0.35%
9,050
+1,117
68
$4.74M 0.35%
74,175
-1,384
69
$4.72M 0.35%
50,216
-2,708
70
$4.51M 0.33%
107,470
-29
71
$4.48M 0.33%
19,672
-173
72
$4.44M 0.33%
45,436
73
$4.4M 0.32%
4,321
-90
74
$4.39M 0.32%
225,234
-2,952
75
$4.38M 0.32%
84,910
+11,221
1 2
3
4 5