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
126
$2.35M 0.17%
72,828
-160
127
$2.32M 0.17%
40,069
-3,234
128
$2.32M 0.17%
16,316
+464
129
$2.28M 0.17%
52,177
-1,021
130
$2.25M 0.16%
16,070
+426
131
$2.23M 0.16%
38,580
-2,187
132
$2.22M 0.16%
16,740
+20
133
$2.21M 0.16%
40,358
-197
134
$2.19M 0.16%
38,480
-350
135
$2.15M 0.16%
24,962
-875
136
$2.14M 0.16%
121,567
+912
137
$2.07M 0.15%
18,220
-1,044
138
$2.06M 0.15%
7,287
-145
139
$2M 0.15%
24,668
-255
140
$1.99M 0.15%
3,951
+37
141
$1.98M 0.14%
2,369
+106
142
$1.94M 0.14%
27,054
-789
143
$1.91M 0.14%
82,830
+76
144
$1.9M 0.14%
50,112
-1,901
145
$1.89M 0.14%
4,453
-300
146
$1.89M 0.14%
24,654
-3,051
147
$1.88M 0.14%
10,205
-14
148
$1.88M 0.14%
23,299
149
$1.81M 0.13%
35,720
+585
150
$1.78M 0.13%
7,002
+20
4 5
6
7 8