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
$573M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$527K
2 +$502K
3 +$430K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$401K
5
AAPL icon
Apple
AAPL
+$333K

Top Sells

1 +$1.07M
2 +$873K
3 +$776K
4
XOM icon
Exxon Mobil
XOM
+$635K
5
CLX icon
Clorox
CLX
+$493K

Sector Composition

1 Healthcare 14.95%
2 Technology 12.43%
3 Consumer Staples 11.72%
4 Industrials 10%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,462
202
-2,044
203
-2,800
204
-2,066
205
-8,941
206
-7,247
207
-7,700