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
$1.37B
AUM Growth
+$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.62M
3
+$1.85M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.57M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.54M

Top Sells

1
+$3M
2
+$1.69M
3
+$1.63M
4
JPM icon
JPMorgan Chase
JPM
+$1.17M
5
HUBB icon
Hubbell
HUBB
+$789K

Sector Composition

1 Technology 16.84%
2 Industrials 10.03%
3 Healthcare 9.23%
4 Financials 8.98%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$991K 0.07%
3,661
+104
202
$980K 0.07%
14,000
-899
203
$966K 0.07%
9,421
-357
204
$939K 0.07%
3,796
+972
205
$913K 0.07%
23,680
+250
206
$905K 0.07%
6,888
-58
207
$899K 0.07%
5,874
+189
208
$894K 0.07%
2,579
-25
209
$885K 0.06%
6,704
-122
210
$873K 0.06%
15,549
-1,176
211
$873K 0.06%
11,387
-4,120
212
$871K 0.06%
2,433
+203
213
$868K 0.06%
20,558
-3,007
214
$863K 0.06%
22,206
-1,690
215
$855K 0.06%
38,889
-3,343
216
$842K 0.06%
10,500
217
$840K 0.06%
4,075
218
$838K 0.06%
14,749
+1,224
219
$827K 0.06%
3,882
-519
220
$819K 0.06%
6,328
-410
221
$814K 0.06%
3,035
-29
222
$789K 0.06%
13,457
-705
223
$783K 0.06%
4,452
-469
224
$781K 0.06%
16,605
-482
225
$778K 0.06%
8,774
-1,846
7 8
9
10 11