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
$635M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.29M
3
+$2.25M
4
PYPL icon
PayPal
PYPL
+$552K
5
SPGI icon
S&P Global
SPGI
+$550K

Top Sells

1
+$1.44M
2
+$783K
3
+$539K
4
PG icon
Procter & Gamble
PG
+$354K
5
PEP icon
PepsiCo
PEP
+$316K

Sector Composition

1 Technology 13.09%
2 Healthcare 11.38%
3 Financials 8.76%
4 Industrials 8.18%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.46M 0.39%
12,682
+1,264
77
$2.31M 0.36%
25,311
+5,055
78
$2.25M 0.35%
+24,256
79
$2.23M 0.35%
11,532
+100
80
$2.19M 0.34%
19,299
-122
81
$2.17M 0.34%
52,815
+55
82
$2.17M 0.34%
26,185
-637
83
$2.16M 0.34%
6,390
84
$2.16M 0.34%
94,455
+2,665
85
$2.13M 0.34%
9,763
+767
86
$2.12M 0.33%
9,035
+162
87
$2.12M 0.33%
14,374
-507
88
$2.12M 0.33%
33,240
-39
89
$2.07M 0.33%
53,574
+1,186
90
$2.07M 0.33%
30,055
+1,435
91
$1.98M 0.31%
9,620
+950
92
$1.95M 0.31%
11,967
+216
93
$1.94M 0.31%
22,963
-35
94
$1.89M 0.3%
29,487
+85
95
$1.8M 0.28%
29,295
-65
96
$1.79M 0.28%
7,798
-5
97
$1.74M 0.27%
25,309
-260
98
$1.74M 0.27%
43,269
+1,413
99
$1.7M 0.27%
28,617
+3,115
100
$1.68M 0.26%
58,687
+873
2 3
4
5 6