NBT

Northwest Bank & Trust Portfolio holdings

AUM $135M
1-Year Est. Return 29.86%
This Fund
S&P 500
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 +$68.4K
2 +$19.3K
3 +$17.6K
4
MA icon
Mastercard
MA
+$16.6K
5
MCHP icon
Microchip Technology
MCHP
+$14.9K

Top Sells

1 +$786K
2 +$732K
3 +$222K
4
TSCO icon
Tractor Supply
TSCO
+$111K
5
MSFT icon
Microsoft
MSFT
+$99.7K

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
BLK icon
201
Blackrock
BLK
$152B
-771