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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$6.35M
3
+$3.34M
4
AMZN icon
Amazon
AMZN
+$2.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.06%
2 Consumer Discretionary 10.09%
3 Healthcare 8.94%
4 Communication Services 8.89%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.9K 0.01%
+72
152
$13.2K 0.01%
+138
153
$13K 0.01%
+633
154
$12.9K 0.01%
+78
155
$12.8K 0.01%
+100
156
$12.5K 0.01%
+368
157
$11.8K 0.01%
+140
158
$11.5K 0.01%
+24
159
$11.4K 0.01%
+66
160
$11.4K 0.01%
+974
161
$10.4K 0.01%
+60
162
$10.4K 0.01%
+150
163
$10K 0.01%
+278
164
$9.45K 0.01%
+108
165
$9.37K 0.01%
+230
166
$9.14K 0.01%
+518
167
$9.03K 0.01%
+680
168
$8.38K 0.01%
+97
169
$7.93K 0.01%
+81
170
$7.72K 0.01%
+100
171
$7.49K 0.01%
+101
172
$6.96K 0.01%
+76
173
$6.59K 0.01%
+133
174
$5.56K 0.01%
+51
175
$5.4K 0.01%
+65
4 5 6
7
8