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
$623M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$575K
2 +$203K
3 +$203K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$139K
5
CMCSA icon
Comcast
CMCSA
+$84.1K

Top Sells

1 +$1.37M
2 +$1.11M
3 +$1.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.04M
5
MCD icon
McDonald's
MCD
+$1.01M

Sector Composition

1 Healthcare 13.64%
2 Technology 13.15%
3 Industrials 10.49%
4 Consumer Staples 10.39%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-18,386
202
-4,330
203
-2,283
204
-1,227