NBT

Northwest Bank & Trust Portfolio holdings

AUM $135M
1-Year Est. Return 29.86%
This Quarter Est. Return
1 Year Est. Return
+29.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$6.96M
3
+$3.64M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.5%
2 Consumer Discretionary 10.33%
3 Communication Services 9.68%
4 Financials 9.4%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$37.6K 0.03%
+1,081
127
$37.3K 0.03%
+400
128
$36.1K 0.03%
+160
129
$35.7K 0.03%
+342
130
$34.4K 0.03%
+954
131
$32K 0.03%
+276
132
$31.7K 0.03%
+124
133
$28.2K 0.03%
+191
134
$26.4K 0.02%
+215
135
$25.3K 0.02%
+300
136
$24.8K 0.02%
+156
137
$24.2K 0.02%
+600
138
$22.1K 0.02%
+190
139
$21.6K 0.02%
+500
140
$21.2K 0.02%
+40
141
$18.6K 0.02%
+325
142
$18.4K 0.02%
+138
143
$18K 0.02%
+31
144
$17K 0.02%
+524
145
$16.3K 0.01%
+72
146
$16K 0.01%
+78
147
$15.7K 0.01%
+600
148
$15.6K 0.01%
+38
149
$15K 0.01%
+126
150
$14.9K 0.01%
+60
4 5
6
7 8