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
$569M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$985K
3 +$743K
4
BBY icon
Best Buy
BBY
+$543K
5
AAPL icon
Apple
AAPL
+$458K

Top Sells

1 +$510K
2 +$491K
3 +$395K
4
XOM icon
Exxon Mobil
XOM
+$357K
5
TM icon
Toyota
TM
+$347K

Sector Composition

1 Healthcare 14.14%
2 Technology 12.98%
3 Consumer Staples 11.73%
4 Industrials 10.08%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$204K 0.04%
23,742
-444
202
$141K 0.02%
14,631
+39
203
-7,785
204
-3,100
205
-3,256