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
$627M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$2.04M
3 +$537K
4
TJX icon
TJX Companies
TJX
+$393K
5
APA icon
APA Corp
APA
+$374K

Top Sells

1 +$3.58M
2 +$1.03M
3 +$897K
4
LOW icon
Lowe's Companies
LOW
+$510K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$450K

Sector Composition

1 Healthcare 14.51%
2 Technology 12.64%
3 Consumer Staples 10.57%
4 Industrials 10.57%
5 Financials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$139K 0.02%
6,038
-2,351
202
-5,329
203
-4,804
204
-7,865
205
-34,948