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NB

NBT Bank Portfolio holdings

AUM $1.53B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$1.35M
3
+$1.22M
4
GS icon
Goldman Sachs
GS
+$1.03M
5
GEV icon
GE Vernova
GEV
+$1.01M

Top Sells

1
+$20.7M
2
+$17.7M
3
+$16.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.72M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.15M

Sector Composition

1 Technology 18.98%
2 Financials 10.28%
3 Industrials 10.16%
4 Healthcare 6.99%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.38M 0.35%
4,983
-3,035
77
$5.15M 0.34%
96,440
-8,780
78
$4.99M 0.33%
15,138
+686
79
$4.89M 0.32%
10,550
+1,004
80
$4.87M 0.32%
30,038
-655
81
$4.84M 0.32%
34,348
-528
82
$4.82M 0.31%
58,384
83
$4.82M 0.31%
193,536
-18,523
84
$4.82M 0.31%
14,171
-489
85
$4.76M 0.31%
13,027
+286
86
$4.62M 0.3%
23,099
-723
87
$4.59M 0.3%
86,037
-641
88
$4.52M 0.29%
9,671
+394
89
$4.19M 0.27%
152,055
-15,309
90
$4.16M 0.27%
63,036
-705
91
$4.16M 0.27%
8,754
+165
92
$4.01M 0.26%
40,936
-45
93
$3.97M 0.26%
51,755
-394
94
$3.97M 0.26%
13,651
+364
95
$3.94M 0.26%
81,484
-8,582
96
$3.77M 0.25%
5
97
$3.75M 0.24%
49,029
-2,104
98
$3.67M 0.24%
28,689
-30
99
$3.63M 0.24%
6,947
+442
100
$3.62M 0.24%
6,435
-3,865
2 3
4
5 6