NB
NBT Bank Portfolio holdings
AUM
$1.54B
1-Year Est. Return
15.04%
1 Year Est. Return
+15.04%
AUM
$1.54B
AUM Growth
+$78.9M
(+5.4%)
Holding
869
Top Buys
| 1 | +$1.39M | |
| 2 | +$1.07M | |
| 3 | +$1.03M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$894K |
| 5 |
Palo Alto Networks
PANW
|
+$871K |
Top Sells
| 1 | +$17.4B | |
| 2 | +$9.94B | |
| 3 | +$4B | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$1.6B |
| 5 |
Vanguard Value ETF
VTV
|
+$1.29B |
Sector Composition
| 1 | Technology | 18.98% |
| 2 | Financials | 10.27% |
| 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 | |
|---|---|---|---|---|---|---|
826
Kinder Morgan
KMI
$58B
| – | – |
-1,000
|
|
||
827
iShares Global Energy ETF
IXC
$1.86B
| – | – |
-46
|
|
||
828
Ingredion
INGR
$7.55B
| – | – |
-100
|
|
||
829
Haleon
HLN
$40.6B
| – | – |
-1,683
|
|
||
|
HES
830
DELISTED
Hess
HES
| – | – |
-454
|
|
||
831
Generac Holdings
GNRC
$11.2B
| – | – |
-185
|
|
||
832
Golub Capital BDC
GBDC
$3.78B
| – | – |
-35,987
|
|
||
833
iShares MSCI Japan ETF
EWJ
$16.3B
| – | – |
-100
|
|
||
834
CrowdStrike
CRWD
$137B
| – | – |
-15
|
|
||
|
CRON
835
Cronos Group
CRON
$954M
| – | – |
-10
|
|
||
836
Capital One
COF
$140B
| – | – |
-250
|
|
||
|
CGC
837
Canopy Growth
CGC
$402M
| – | – |
-2
|
|
||
838
CBIZ
CBZ
$2.82B
| – | – |
-750
|
|
||
839
Beyond Meat
BYND
$787M
| – | – |
-5
|
|
||
|
BRKL
840
DELISTED
Brookline Bancorp
BRKL
| – | – |
-3,178
|
|
||
841
Baidu
BIDU
$43.6B
| – | – |
-50
|
|
||
842
B&G Foods
BGS
$342M
| – | – |
-300
|
|
||
|
ANSS
843
DELISTED
Ansys
ANSS
| – | – |
-64
|
|