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NB

NBT Bank Portfolio holdings

AUM $1.53B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$1.35M
3
+$1.22M
4
GS icon
Goldman Sachs
GS
+$1.03M
5
GEV icon
GE Vernova
GEV
+$1.01M

Top Sells

1
+$20.7M
2
+$17.7M
3
+$16.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.72M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.15M

Sector Composition

1 Technology 18.98%
2 Financials 10.28%
3 Industrials 10.16%
4 Healthcare 6.99%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.52M 0.49%
86,150
-270
52
$7.48M 0.49%
10,441
-207
53
$7.46M 0.49%
273,217
-11,976
54
$7.46M 0.49%
7,832
-132
55
$7.19M 0.47%
77,055
+505
56
$6.91M 0.45%
33,943
+4,278
57
$6.85M 0.45%
1,363
-81,126
58
$6.73M 0.44%
3,454
-43,563
59
$6.71M 0.44%
57,889
-838
60
$6.64M 0.43%
828
-30,701
61
$6.63M 0.43%
9,691
+774
62
$6.49M 0.42%
84,990
-3,695
63
$6.46M 0.42%
19,221
+1,075
64
$6.44M 0.42%
64
-98,801
65
$6.15M 0.4%
15,179
-193
66
$6M 0.39%
1,302
-44,785
67
$5.98M 0.39%
30,330
+44
68
$5.94M 0.39%
89,335
-2,234
69
$5.85M 0.38%
17,298
+283
70
$5.81M 0.38%
7,270
-185,071
71
$5.72M 0.37%
89
-62,240
72
$5.68M 0.37%
54,407
-16,826
73
$5.54M 0.36%
16,691
-368
74
$5.39M 0.35%
55,640
+11,070
75
$5.39M 0.35%
32,522
-144
1 2
3
4 5