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
$569M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.01M
3
+$776K
4
BBY icon
Best Buy
BBY
+$581K
5
AAPL icon
Apple
AAPL
+$500K

Top Sells

1
+$529K
2
+$528K
3
+$415K
4
XOM icon
Exxon Mobil
XOM
+$373K
5
DHR icon
Danaher
DHR
+$360K

Sector Composition

1 Healthcare 14.14%
2 Technology 12.98%
3 Consumer Staples 11.73%
4 Industrials 10.08%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.4%
36,758
-753
77
$2.24M 0.39%
9,584
-550
78
$2.2M 0.39%
49,683
-4,071
79
$2.2M 0.39%
26,136
+3,467
80
$2.2M 0.39%
64,243
-1,440
81
$2.19M 0.39%
31,809
+385
82
$2.19M 0.39%
26,130
+1,876
83
$2.19M 0.38%
19,597
+375
84
$2.1M 0.37%
87,142
-930
85
$2M 0.35%
15,012
-52
86
$1.97M 0.35%
42,254
-1,543
87
$1.89M 0.33%
46,816
-5,335
88
$1.88M 0.33%
23,786
-651
89
$1.83M 0.32%
13,733
+3
90
$1.61M 0.28%
33,098
-3,845
91
$1.6M 0.28%
35,747
-2,577
92
$1.57M 0.28%
17,947
-816
93
$1.57M 0.28%
14,135
+9,451
94
$1.55M 0.27%
8,783
-312
95
$1.55M 0.27%
15,079
-75
96
$1.54M 0.27%
9,790
-436
97
$1.44M 0.25%
17,309
+494
98
$1.43M 0.25%
20,746
-743
99
$1.39M 0.24%
34,721
+934
100
$1.39M 0.24%
40,237
-120
2 3
4
5 6