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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
101
$3.61M 0.24%
35,199
-447
102
$3.61M 0.23%
80,474
-610
103
$3.6M 0.23%
24,955
-92
104
$3.53M 0.23%
28,565
+358
105
$3.45M 0.22%
46,056
-20,988
106
$3.4M 0.22%
14,569
+172
107
$3.38M 0.22%
78,600
-4,768
108
$3.36M 0.22%
9,816
-26,224
109
$3.35M 0.22%
56,133
-615
110
$3.34M 0.22%
61,927
-3,220
111
$3.3M 0.21%
74,116
-1,766
112
$3.28M 0.21%
18,476
113
$3.24M 0.21%
48,675
-2,945
114
$3.22M 0.21%
97,770
-32,919
115
$3.17M 0.21%
50,692
-4,539
116
$3.08M 0.2%
40,808
-1,066
117
$3.07M 0.2%
2,631
+14
118
$3.01M 0.2%
44,504
-1,263
119
$2.96M 0.19%
84,610
-22,246
120
$2.9M 0.19%
34,551
-1,235
121
$2.77M 0.18%
43,823
-417
122
$2.76M 0.18%
12,731
+1,047
123
$2.7M 0.18%
85,472
+1,817
124
$2.7M 0.18%
36,725
125
$2.68M 0.17%
145
-36,814
3 4
5
6 7