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
$135M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$70.5K
2 +$20.1K
3 +$17.9K
4
MA icon
Mastercard
MA
+$17.1K
5
BBWI icon
Bath & Body Works
BBWI
+$15.2K

Top Sells

1 +$1.61M
2 +$874K
3 +$732K
4
TSCO icon
Tractor Supply
TSCO
+$556K
5
HD icon
Home Depot
HD
+$104K

Sector Composition

1 Technology 37.4%
2 Financials 10.15%
3 Consumer Discretionary 10.07%
4 Communication Services 9.92%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TAP icon
201
Molson Coors Class B
TAP
$8.55B
-61