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

Top Buys

1 +$1.05M
2 +$1.01M
3 +$776K
4
BBY icon
Best Buy
BBY
+$581K
5
AAPL icon
Apple
AAPL
+$500K

Top Sells

1 +$529K
2 +$528K
3 +$415K
4
XOM icon
Exxon Mobil
XOM
+$373K
5
DHR icon
Danaher
DHR
+$360K

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