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NB

NBT Bank Portfolio holdings

AUM $1.53B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
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
+$549K
2
+$539K
3
+$421K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$394K
5
AAPL icon
Apple
AAPL
+$346K

Top Sells

1
+$1.05M
2
+$868K
3
+$776K
4
XOM icon
Exxon Mobil
XOM
+$599K
5
CLX icon
Clorox
CLX
+$462K

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
– –
-7,700
202
– –
-2,893
203
– –
-8,944
204
– –
-2,462
205
– –
-2,044
206
– –
-2,800
207
– –
-2,066
5 6 7 8
9