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
$549M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Sells

1 +$711K
2 +$615K
3 +$614K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$528K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$487K

Sector Composition

1 Technology 12.88%
2 Healthcare 12.42%
3 Industrials 9.06%
4 Financials 8.65%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$216K 0.04%
+5,176
177
$213K 0.04%
1,955
-175
178
$208K 0.04%
879
-180
179
$201K 0.04%
+3,855
180
$178K 0.03%
11,310
+248