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
$659M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$614K
2 +$465K
3 +$442K
4
WGL
Wgl Holdings
WGL
+$369K
5
AXP icon
American Express
AXP
+$222K

Top Sells

1 +$2.23M
2 +$2.07M
3 +$1.75M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.61M

Sector Composition

1 Healthcare 13.3%
2 Technology 12.57%
3 Industrials 10.62%
4 Energy 10.58%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$129K 0.02%
14,719
-2,961
202
$67K 0.01%
760
-356
203
-7,039
204
-1,400
205
-4,903
206
-22,562
207
-3,595
208
-11,843
209
-2,800