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
$575M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$442K
3 +$388K
4
ESRX
Express Scripts Holding Company
ESRX
+$281K
5
MAR icon
Marriott International
MAR
+$281K

Top Sells

1 +$1.62M
2 +$1.59M
3 +$509K
4
UNH icon
UnitedHealth
UNH
+$421K
5
INTC icon
Intel
INTC
+$413K

Sector Composition

1 Healthcare 14.09%
2 Technology 13.42%
3 Consumer Staples 11.47%
4 Industrials 10.02%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$211K 0.04%
1,855
202
$202K 0.04%
1,762
-10
203
$201K 0.04%
+15,179
204
$137K 0.02%
+5,403
205
-2,760
206
-58,436
207
-14,667
208
-5,220