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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
$1.53B
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.1M
3
+$17.4M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$12.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.5M

Top Sells

1
+$3.89M
2
+$2.16M
3
+$2.08M
4
GEV icon
GE Vernova
GEV
+$1.37M
5
GS icon
Goldman Sachs
GS
+$1.35M

Sector Composition

1 Technology 15.58%
2 Industrials 10.88%
3 Financials 9.37%
4 Healthcare 7.16%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAE icon
976
Haemonetics
HAE
$3.57B
$789 ﹤0.01%
+14
WDAY icon
977
Workday
WDAY
$33.8B
$780 ﹤0.01%
+6
QHY
978
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$234M
$774 ﹤0.01%
17
-29
MMS icon
979
Maximus
MMS
$3.2B
$769 ﹤0.01%
+12
MTN icon
980
Vail Resorts
MTN
$4.74B
$753 ﹤0.01%
6
-137
TTEK icon
981
Tetra Tech
TTEK
$7.22B
$753 ﹤0.01%
+25
OKLO
982
Oklo
OKLO
$9.71B
$744 ﹤0.01%
15
-57
GLOB icon
983
Globant
GLOB
$1.59B
$738 ﹤0.01%
+16
BITB icon
984
Bitwise Bitcoin ETF
BITB
$2.37B
$736 ﹤0.01%
20
-28
AFRM icon
985
Affirm
AFRM
$21.6B
$733 ﹤0.01%
+16
CSWC icon
986
Capital Southwest
CSWC
$1.46B
$725 ﹤0.01%
33
+11
SATS icon
987
EchoStar
SATS
$33.4B
$702 ﹤0.01%
+6
NXDR
988
Nextdoor Holdings
NXDR
$778M
$700 ﹤0.01%
500
+498
DRVN icon
989
Driven Brands
DRVN
$2.18B
$694 ﹤0.01%
+55
HOOD icon
990
Robinhood
HOOD
$74B
$693 ﹤0.01%
10
-103
EPAM icon
991
EPAM Systems
EPAM
$4.91B
$677 ﹤0.01%
+5
BHF icon
992
Brighthouse Financial
BHF
$3.61B
$659 ﹤0.01%
11
-54
WAFD icon
993
WaFd
WAFD
$2.67B
$659 ﹤0.01%
+21
DELL icon
994
Dell
DELL
$242B
$657 ﹤0.01%
+4
THRO
995
iShares U.S. Thematic Rotation Active ETF
THRO
$6.47B
$616 ﹤0.01%
17
-22
SMCI icon
996
Super Micro Computer
SMCI
$24.1B
$546 ﹤0.01%
+24
BPOP icon
997
Popular Inc
BPOP
$10B
$537 ﹤0.01%
+4
AMBA icon
998
Ambarella
AMBA
$2.83B
$515 ﹤0.01%
10
-61
WOLF icon
999
Wolfspeed
WOLF
$2.28B
$490 ﹤0.01%
30
+12
ABOS icon
1000
Acumen Pharmaceuticals
ABOS
$161M
$472 ﹤0.01%
200
+198
38 39
40
41 42