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
$638M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$342K
3
+$320K
4
MRK icon
Merck
MRK
+$312K
5
APA icon
APA Corp
APA
+$261K

Top Sells

1
+$1.53M
2
+$1.14M
3
+$743K
4
AAPL icon
Apple
AAPL
+$443K
5
IAU icon
iShares Gold Trust
IAU
+$437K

Sector Composition

1 Healthcare 13.89%
2 Technology 13%
3 Consumer Staples 10.81%
4 Industrials 10.69%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.4%
53,106
-1,092
77
$2.51M 0.39%
24,089
+1,000
78
$2.5M 0.39%
61,565
-5,348
79
$2.47M 0.39%
50,319
-547
80
$2.45M 0.38%
50,404
-85
81
$2.44M 0.38%
13,725
-758
82
$2.41M 0.38%
70,200
-1,380
83
$2.37M 0.37%
21,636
-225
84
$2.33M 0.37%
27,566
+1,068
85
$2.28M 0.36%
36,347
+4,165
86
$2.18M 0.34%
20,886
-175
87
$2.12M 0.33%
59,666
-576
88
$2.11M 0.33%
15,833
-109
89
$2.1M 0.33%
22,231
+75
90
$2M 0.31%
27,786
+13
91
$1.97M 0.31%
24,362
-134
92
$1.93M 0.3%
64,875
-337
93
$1.91M 0.3%
84,572
+2,804
94
$1.84M 0.29%
85,008
-7,525
95
$1.83M 0.29%
32,285
-590
96
$1.82M 0.29%
45,529
+25
97
$1.76M 0.28%
28,465
-725
98
$1.7M 0.27%
31,974
+1,300
99
$1.56M 0.24%
29,753
-885
100
$1.51M 0.24%
28,330
+456
2 3
4
5 6