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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
151
$1.94M 0.13%
29,000
-11,797
152
$1.87M 0.12%
14,089
-9,084
153
$1.82M 0.12%
13,804
-1,752
154
$1.81M 0.12%
76,097
-131
155
$1.81M 0.12%
5,545
-345
156
$1.74M 0.11%
17,726
-1,822
157
$1.74M 0.11%
52,965
-1,914
158
$1.72M 0.11%
34,168
-157
159
$1.62M 0.11%
5,399
-757
160
$1.6M 0.1%
21,973
-26,834
161
$1.6M 0.1%
31,740
162
$1.56M 0.1%
11,180
-664
163
$1.55M 0.1%
19,658
-20
164
$1.55M 0.1%
3,699
+347
165
$1.54M 0.1%
15,474
+1,039
166
$1.52M 0.1%
45,454
-5,236
167
$1.51M 0.1%
20,545
-36
168
$1.5M 0.1%
8,927
169
$1.5M 0.1%
4,219
-35
170
$1.5M 0.1%
4,900
171
$1.49M 0.1%
15,661
-70
172
$1.47M 0.1%
9,528
-43
173
$1.47M 0.1%
25,802
-300
174
$1.44M 0.09%
15,733
-3,282
175
$1.42M 0.09%
98,400
+10,000
5 6
7
8 9