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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
126
$2.65M 0.17%
58,499
-2,431
127
$2.56M 0.17%
60,657
-411
128
$2.54M 0.17%
22,737
-150
129
$2.51M 0.16%
20,305
130
$2.46M 0.16%
23,238
-631
131
$2.42M 0.16%
14,343
+475
132
$2.41M 0.16%
6,126
+348
133
$2.4M 0.16%
9,777
134
$2.39M 0.16%
26,609
-556
135
$2.36M 0.15%
19,678
-332
136
$2.35M 0.15%
6,432
+578
137
$2.22M 0.14%
16,922
+9
138
$2.21M 0.14%
8,324
-41
139
$2.18M 0.14%
7,969
-289
140
$2.14M 0.14%
30,749
-970
141
$2.14M 0.14%
13,496
-1
142
$2.11M 0.14%
7,450
+208
143
$2.1M 0.14%
32,656
-484
144
$2.09M 0.14%
24,874
+235
145
$2.08M 0.14%
74
-56,782
146
$2.05M 0.13%
29,879
-4,245
147
$2.05M 0.13%
16,165
-79
148
$2.01M 0.13%
7,136
-146
149
$2.01M 0.13%
19,981
-1,518
150
$1.96M 0.13%
38,231
+5,843
4 5
6
7 8