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
$638M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$406K
2 +$342K
3 +$320K
4
MRK icon
Merck
MRK
+$312K
5
APA icon
APA Corp
APA
+$261K

Top Sells

1 +$1.53M
2 +$1.14M
3 +$743K
4
AAPL icon
Apple
AAPL
+$443K
5
IAU icon
iShares Gold Trust
IAU
+$437K

Sector Composition

1 Healthcare 13.89%
2 Technology 13%
3 Consumer Staples 10.81%
4 Industrials 10.69%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$146K 0.02%
17,305
+945
202
-2,404
203
-25,882
204
-753