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
$611M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$731K
3 +$400K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$359K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$324K

Top Sells

1 +$2.83M
2 +$1.31M
3 +$994K
4
BIIB icon
Biogen
BIIB
+$958K
5
JNJ icon
Johnson & Johnson
JNJ
+$604K

Sector Composition

1 Technology 13.6%
2 Healthcare 12.7%
3 Financials 10.18%
4 Industrials 9.85%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-654