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
$1.44B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.64M
3
+$1.52M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.83M
2
+$2.87M
3
+$2.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.4M

Sector Composition

1 Technology 18.03%
2 Financials 10.04%
3 Industrials 9.8%
4 Healthcare 8.06%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.36M 0.16%
36,959
-1,504
127
$2.34M 0.16%
74,452
-2,315
128
$2.33M 0.16%
68,848
+5,863
129
$2.31M 0.16%
28,966
-537
130
$2.31M 0.16%
18,328
-47
131
$2.29M 0.16%
16,364
-175
132
$2.29M 0.16%
10,221
-328
133
$2.24M 0.16%
8,090
-136
134
$2.22M 0.15%
11,847
-77
135
$2.22M 0.15%
12,530
-751
136
$2.2M 0.15%
46,031
-2,554
137
$2.17M 0.15%
10,225
-360
138
$2.17M 0.15%
43,175
-3,265
139
$2.14M 0.15%
8,823
-22
140
$2.13M 0.15%
47,491
-560
141
$2.13M 0.15%
17,157
-165
142
$2.09M 0.15%
36,494
-1,839
143
$2.06M 0.14%
8,801
-119
144
$2.01M 0.14%
28,978
-168
145
$1.98M 0.14%
6,253
-15
146
$1.98M 0.14%
21,732
-475
147
$1.91M 0.13%
23,784
-235
148
$1.9M 0.13%
20,305
149
$1.9M 0.13%
23,088
-631
150
$1.89M 0.13%
16,383
+146
4 5
6
7 8