NB

NBT Bank Portfolio holdings

AUM $1.55B
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
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 +$11.5M
2 +$721K
3 +$394K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$366K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$330K

Top Sells

1 +$2.94M
2 +$1.34M
3 +$1.14M
4
BIIB icon
Biogen
BIIB
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$637K

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