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
101
$3.2M 0.23%
27,255
-262
102
$3.17M 0.23%
5
103
$3.16M 0.23%
49,912
+145
104
$3.16M 0.23%
13,031
-1,516
105
$3.14M 0.23%
15,088
+66
106
$3.08M 0.23%
22,865
107
$3.07M 0.23%
7,356
-68
108
$2.95M 0.22%
32,229
-275
109
$2.92M 0.21%
15,116
-994
110
$2.89M 0.21%
6,011
-96
111
$2.83M 0.21%
34,660
+8,187
112
$2.79M 0.2%
18,760
-475
113
$2.75M 0.2%
41,869
-380
114
$2.66M 0.19%
84,087
-10,862
115
$2.62M 0.19%
19,911
116
$2.58M 0.19%
4,911
-100
117
$2.53M 0.19%
56,631
-1,737
118
$2.52M 0.18%
26,003
-324
119
$2.51M 0.18%
26,969
-954
120
$2.49M 0.18%
49,543
-2,100
121
$2.46M 0.18%
62,105
+700
122
$2.45M 0.18%
10,616
-296
123
$2.43M 0.18%
9,359
-6
124
$2.42M 0.18%
20,134
125
$2.42M 0.18%
32,070
-1,605
3 4
5
6 7