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
$582M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$868K
3 +$399K
4
ABBV icon
AbbVie
ABBV
+$381K
5
UVSP icon
Univest Financial
UVSP
+$365K

Top Sells

1 +$1.26M
2 +$1.11M
3 +$860K
4
INTC icon
Intel
INTC
+$624K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$510K

Sector Composition

1 Healthcare 13.35%
2 Technology 13.05%
3 Financials 10.97%
4 Consumer Staples 10.59%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$203K 0.03%
+2,700
202
$200K 0.03%
+7,133
203
-1,855
204
-15,179
205
-5,403
206
-1,762
207
-5,116
208
-8,314
209
-1,266