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
$635M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$2.23M
2 +$322K
3 +$261K
4
BCR
CR Bard Inc.
BCR
+$216K
5
KSS icon
Kohl's
KSS
+$207K

Top Sells

1 +$2.34M
2 +$1.38M
3 +$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.19M
5
PG icon
Procter & Gamble
PG
+$1.09M

Sector Composition

1 Healthcare 13.18%
2 Technology 12.86%
3 Financials 10.27%
4 Industrials 9.97%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,848
202
-5,447
203
-3,901
204
-11,000
205
-6,112
206
-1,416