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
151
$14.2K 0.01%
+278
152
$14.1K 0.01%
+680
153
$13.6K 0.01%
+100
154
$13.2K 0.01%
+368
155
$13.2K 0.01%
+100
156
$11.8K 0.01%
+143
157
$11.7K 0.01%
+155
158
$11.7K 0.01%
+633
159
$11.5K 0.01%
+974
160
$11.4K 0.01%
+60
161
$11.3K 0.01%
+140
162
$11K 0.01%
+108
163
$10.7K 0.01%
+150
164
$9.74K 0.01%
+518
165
$9.61K 0.01%
+66
166
$8.88K 0.01%
+76
167
$8.52K 0.01%
+101
168
$8.41K 0.01%
+97
169
$8.25K 0.01%
+230
170
$7.2K 0.01%
+133
171
$7.2K 0.01%
+100
172
$6.82K 0.01%
+81
173
$5.9K 0.01%
+65
174
$5.88K 0.01%
+98
175
$5.88K 0.01%
+704
4 5 6
7
8