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
$666M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$19.3M
3 +$18.5M
4
IBM icon
IBM
IBM
+$18M
5
CVX icon
Chevron
CVX
+$17.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.77%
2 Technology 12.35%
3 Consumer Staples 11.12%
4 Industrials 10.51%
5 Energy 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$172K 0.03%
+9,160
202
$158K 0.02%
+10,586
203
$150K 0.02%
+2,469
204
$145K 0.02%
+5,675
205
$133K 0.02%
+13,212