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
$1.44B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.64M
3
+$1.52M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.83M
2
+$2.87M
3
+$2.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.4M

Sector Composition

1 Technology 18.03%
2 Financials 10.04%
3 Industrials 9.8%
4 Healthcare 8.06%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.62K ﹤0.01%
50
727
$2.35K ﹤0.01%
70
+20
728
$2.34K ﹤0.01%
52
729
$2.14K ﹤0.01%
46
730
$2K ﹤0.01%
47
731
$1.92K ﹤0.01%
+100
732
$1.9K ﹤0.01%
37
733
$1.76K ﹤0.01%
46
734
$1.73K ﹤0.01%
200
735
$1.69K ﹤0.01%
215
+15
736
$1.38K ﹤0.01%
185
+135
737
$1.19K ﹤0.01%
35
738
$1.19K ﹤0.01%
500
739
$1.08K ﹤0.01%
100
740
$1.06K ﹤0.01%
29
741
$982 ﹤0.01%
59
+3
742
$979 ﹤0.01%
24
-627
743
$956 ﹤0.01%
57
744
$904 ﹤0.01%
314
745
$874 ﹤0.01%
7
746
$778 ﹤0.01%
100
747
$611 ﹤0.01%
50
748
$567 ﹤0.01%
+18
749
$553 ﹤0.01%
302
750
$524 ﹤0.01%
+75
28 29
30
31 32