NB
NBT Bank Portfolio holdings
AUM
$1.46B
1-Year Return
14.55%
This Quarter Return
-19.82%
1 Year Return
+14.55%
3 Year Return
+54.35%
5 Year Return
+104.73%
10 Year Return
+221.34%
AUM
$489M
AUM Growth
-$146M
(-23%)
Cap. Flow
-$11.4M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
30.08%
Holding
226
New
5
Increased
54
Reduced
110
Closed
24
Top Buys
| 1 |
NBT Bancorp
NBTB
|
$2.19M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.65M |
| 3 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$1.51M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.1M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$448K |
Top Sells
Sector Composition
| 1 | Technology | 14.47% |
| 2 | Healthcare | 12.59% |
| 3 | Consumer Staples | 8.77% |
| 4 | Financials | 8.27% |
| 5 | Industrials | 7.57% |
