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
176
$1.35M 0.1%
63,540
-3,202
177
$1.31M 0.1%
13,901
-289
178
$1.3M 0.1%
8,933
-425
179
$1.28M 0.09%
6,453
-458
180
$1.28M 0.09%
30,303
-1,853
181
$1.27M 0.09%
4,470
-163
182
$1.27M 0.09%
5,074
-1,635
183
$1.26M 0.09%
10,024
-79
184
$1.26M 0.09%
12,115
+750
185
$1.24M 0.09%
2,213
186
$1.24M 0.09%
11,202
+2,225
187
$1.2M 0.09%
16,576
-5,235
188
$1.19M 0.09%
40,070
-300
189
$1.19M 0.09%
11,222
-3,018
190
$1.17M 0.09%
13,168
-1,762
191
$1.14M 0.08%
10,323
-252
192
$1.13M 0.08%
7,087
-90
193
$1.13M 0.08%
5,806
194
$1.12M 0.08%
4,127
-60
195
$1.07M 0.08%
9,230
196
$1.07M 0.08%
7,759
+421
197
$1.03M 0.08%
4,559
198
$1.02M 0.07%
20,807
-1,952
199
$1M 0.07%
27,850
-1,142
200
$999K 0.07%
10,807
-1,497
6 7
8
9 10