NB

NBT Bank Portfolio holdings

AUM $1.55B
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
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 +$389K
2 +$334K
3 +$321K
4
APA icon
APA Corp
APA
+$296K
5
CDK
CDK Global, Inc.
CDK
+$279K

Top Sells

1 +$1.53M
2 +$1.13M
3 +$723K
4
BHP icon
BHP
BHP
+$476K
5
IAU icon
iShares Gold Trust
IAU
+$444K

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