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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
$1.53B
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$3.89M
2 +$2.16M
3 +$2.08M
4
GEV icon
GE Vernova
GEV
+$1.37M
5
GS icon
Goldman Sachs
GS
+$1.35M

Sector Composition

1 Technology 15.58%
2 Industrials 10.88%
3 Financials 9.37%
4 Healthcare 7.16%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WPC icon
926
W.P. Carey
WPC
$16.8B
$1.09K ﹤0.01%
+16
EFX icon
927
Equifax
EFX
$20.2B
$1.08K ﹤0.01%
+6
NWL icon
928
Newell Brands
NWL
$1.93B
$1.08K ﹤0.01%
+314
FICO icon
929
Fair Isaac
FICO
$28.2B
$1.07K ﹤0.01%
+1
PLD icon
930
Prologis
PLD
$138B
$1.06K ﹤0.01%
+8
TEM
931
Tempus AI
TEM
$8.67B
$1.04K ﹤0.01%
+23
PRMB
932
Primo Brands
PRMB
$8.44B
$1.04K ﹤0.01%
+55
FHB icon
933
First Hawaiian
FHB
$3.38B
$1.03K ﹤0.01%
+42
SMG icon
934
ScottsMiracle-Gro
SMG
$3.49B
$1.03K ﹤0.01%
+17
RKT icon
935
Rocket Companies
RKT
$37.1B
$1.03K ﹤0.01%
+72
KNSL icon
936
Kinsale Capital Group
KNSL
$6.94B
$1.02K ﹤0.01%
+3
OPCH icon
937
Option Care Health
OPCH
$3.3B
$1.02K ﹤0.01%
+38
RYAN icon
938
Ryan Specialty Holdings
RYAN
$4.27B
$1.01K ﹤0.01%
+30
CSGP icon
939
CoStar Group
CSGP
$13.8B
$1.01K ﹤0.01%
+25
VKTX icon
940
Viking Therapeutics
VKTX
$3.39B
$1.01K ﹤0.01%
+31
EBAY icon
941
eBay
EBAY
$48B
$1K ﹤0.01%
+11
VRSN icon
942
VeriSign
VRSN
$25.7B
$993 ﹤0.01%
+4
DLTR icon
943
Dollar Tree
DLTR
$21.6B
$986 ﹤0.01%
+9
ZS icon
944
Zscaler
ZS
$20.1B
$982 ﹤0.01%
+7
HPE icon
945
Hewlett Packard
HPE
$62.8B
$976 ﹤0.01%
+41
HR icon
946
Healthcare Realty
HR
$7.09B
$968 ﹤0.01%
+57
AVEM icon
947
Avantis Emerging Markets Equity ETF
AVEM
$24.8B
$967 ﹤0.01%
12
-65
BF.B icon
948
Brown-Forman Class B
BF.B
$12.1B
$952 ﹤0.01%
+36
MRP
949
Millrose Properties Inc
MRP
$4.9B
$952 ﹤0.01%
+34
RDDT icon
950
Reddit
RDDT
$34.3B
$943 ﹤0.01%
+7