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
$569M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.01M
3
+$776K
4
BBY icon
Best Buy
BBY
+$581K
5
AAPL icon
Apple
AAPL
+$500K

Top Sells

1
+$529K
2
+$528K
3
+$415K
4
XOM icon
Exxon Mobil
XOM
+$373K
5
DHR icon
Danaher
DHR
+$360K

Sector Composition

1 Healthcare 14.14%
2 Technology 12.98%
3 Consumer Staples 11.73%
4 Industrials 10.08%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.24%
24,620
-1,367
102
$1.35M 0.24%
24,918
+1,293
103
$1.28M 0.23%
65,014
-1,590
104
$1.25M 0.22%
13,656
+429
105
$1.24M 0.22%
36,061
106
$1.22M 0.21%
11,866
-1,000
107
$1.19M 0.21%
13,641
-478
108
$1.18M 0.21%
27,256
-656
109
$1.15M 0.2%
16,890
+115
110
$1.14M 0.2%
37,021
-113
111
$1.1M 0.19%
18,669
+5,585
112
$1.08M 0.19%
20,435
-1,321
113
$1.02M 0.18%
10,188
+940
114
$975K 0.17%
19,222
+184
115
$949K 0.17%
15,343
+973
116
$907K 0.16%
11,548
+254
117
$865K 0.15%
6,430
-833
118
$865K 0.15%
12,014
-249
119
$858K 0.15%
28,110
-100
120
$855K 0.15%
8,110
-427
121
$831K 0.15%
17,790
-200
122
$823K 0.14%
7,740
-3,144
123
$804K 0.14%
17,001
+8,724
124
$776K 0.14%
+15,970
125
$773K 0.14%
10,040
-450
3 4
5
6 7