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
$1.37B
AUM Growth
+$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.62M
3
+$1.85M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.57M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.54M

Top Sells

1
+$3M
2
+$1.69M
3
+$1.63M
4
JPM icon
JPMorgan Chase
JPM
+$1.17M
5
HUBB icon
Hubbell
HUBB
+$789K

Sector Composition

1 Technology 16.84%
2 Industrials 10.03%
3 Healthcare 9.23%
4 Financials 8.98%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.37M 0.32%
56,222
-38,609
77
$4.28M 0.31%
9,218
-251
78
$4.28M 0.31%
12,322
-221
79
$4.25M 0.31%
14,098
-30
80
$4.22M 0.31%
54,846
+676
81
$4.19M 0.31%
38,972
+3,910
82
$4.16M 0.3%
30,323
-514
83
$4.12M 0.3%
67,810
+6,465
84
$4.11M 0.3%
31,465
+5,275
85
$4.05M 0.3%
91,747
-1,766
86
$4M 0.29%
50,124
-1,241
87
$3.99M 0.29%
71,700
+5,570
88
$3.94M 0.29%
32,279
-299
89
$3.93M 0.29%
8,103
-35
90
$3.88M 0.28%
94,555
-850
91
$3.87M 0.28%
20,183
+3,268
92
$3.82M 0.28%
56,358
+7,264
93
$3.76M 0.28%
7,809
+228
94
$3.74M 0.27%
76,786
-765
95
$3.72M 0.27%
11,885
+542
96
$3.62M 0.27%
+124,746
97
$3.57M 0.26%
39,813
-1,654
98
$3.51M 0.26%
142,376
-5,854
99
$3.34M 0.24%
93,232
+12,380
100
$3.28M 0.24%
56,511
-2,102
2 3
4
5 6