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
151
$1.77M 0.13%
6,996
+81
152
$1.76M 0.13%
20,225
-464
153
$1.76M 0.13%
53,750
-892
154
$1.73M 0.13%
2,852
-145
155
$1.72M 0.13%
10,168
-615
156
$1.71M 0.13%
29,950
-1,759
157
$1.69M 0.12%
1,375
-5
158
$1.68M 0.12%
16,923
-410
159
$1.65M 0.12%
4,142
+120
160
$1.64M 0.12%
21,811
-49
161
$1.61M 0.12%
9,218
-1,455
162
$1.6M 0.12%
35,116
-12,617
163
$1.59M 0.12%
17,404
-625
164
$1.58M 0.12%
12,955
-1,047
165
$1.58M 0.12%
36,393
-1,848
166
$1.57M 0.11%
27,212
-78
167
$1.56M 0.11%
37,265
-2,386
168
$1.51M 0.11%
16,745
-1,285
169
$1.5M 0.11%
11,756
-174
170
$1.47M 0.11%
17,051
-1,368
171
$1.47M 0.11%
5,668
-50
172
$1.45M 0.11%
4,338
+233
173
$1.39M 0.1%
12,050
-3,143
174
$1.38M 0.1%
9,370
-140
175
$1.35M 0.1%
32,197
+30
5 6
7
8 9