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
$696M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$864K
3
+$764K
4
CRM icon
Salesforce
CRM
+$610K
5
IBM icon
IBM
IBM
+$526K

Top Sells

1
+$2.21M
2
+$1.23M
3
+$1.21M
4
MSFT icon
Microsoft
MSFT
+$965K
5
JPM icon
JPMorgan Chase
JPM
+$671K

Sector Composition

1 Technology 14.64%
2 Healthcare 10.68%
3 Industrials 8.72%
4 Financials 8.59%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.39%
18,040
-213
77
$2.69M 0.39%
16,716
+2,106
78
$2.66M 0.38%
28,614
-3,320
79
$2.62M 0.38%
8,021
-53
80
$2.42M 0.35%
26,593
+761
81
$2.4M 0.35%
47,008
+113
82
$2.39M 0.34%
30,387
+1,299
83
$2.37M 0.34%
45,430
-800
84
$2.32M 0.33%
58,781
-246
85
$2.29M 0.33%
29,616
+795
86
$2.23M 0.32%
82,640
+13,890
87
$2.21M 0.32%
10,330
+246
88
$2.21M 0.32%
5,515
-5
89
$2.21M 0.32%
42,439
+1,770
90
$2.2M 0.32%
18,655
+11
91
$2.18M 0.31%
53,935
-4,865
92
$2.17M 0.31%
7,707
-229
93
$2.13M 0.31%
24,315
+61
94
$1.99M 0.29%
23,296
-750
95
$1.91M 0.27%
11,372
-252
96
$1.91M 0.27%
25,113
-495
97
$1.91M 0.27%
20,526
98
$1.86M 0.27%
34,451
-1,075
99
$1.86M 0.27%
29,053
+2,426
100
$1.79M 0.26%
42,502
-8,732
2 3
4
5 6