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
$638M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$342K
3
+$320K
4
MRK icon
Merck
MRK
+$312K
5
APA icon
APA Corp
APA
+$261K

Top Sells

1
+$1.53M
2
+$1.14M
3
+$743K
4
AAPL icon
Apple
AAPL
+$443K
5
IAU icon
iShares Gold Trust
IAU
+$437K

Sector Composition

1 Healthcare 13.89%
2 Technology 13%
3 Consumer Staples 10.81%
4 Industrials 10.69%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$274K 0.04%
5,208
+228
177
$268K 0.04%
5,096
178
$260K 0.04%
3,117
-900
179
$254K 0.04%
710
180
$254K 0.04%
3,500
181
$254K 0.04%
6,700
182
$245K 0.04%
4,228
183
$243K 0.04%
1,937
-63
184
$234K 0.04%
+2,194
185
$234K 0.04%
3,267
+46
186
$233K 0.04%
6,018
187
$227K 0.04%
3,305
-10
188
$224K 0.04%
5,600
189
$222K 0.03%
+1,566
190
$219K 0.03%
1,975
-50
191
$215K 0.03%
5,670
+405
192
$214K 0.03%
2,400
193
$213K 0.03%
+4,001
194
$212K 0.03%
1,223
-247
195
$212K 0.03%
1,867
196
$210K 0.03%
3,650
-170
197
$209K 0.03%
5,329
-1,445
198
$205K 0.03%
+1,937
199
$203K 0.03%
+4,804
200
$192K 0.03%
8,389
-19,079
5 6 7
8
9