ANB

Amarillo National Bank Portfolio holdings

AUM $569M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$258K
3
+$240K
4
NKE icon
Nike
NKE
+$240K
5
PSX icon
Phillips 66
PSX
+$203K

Top Sells

1
+$5.34M
2
+$4.69M
3
+$4.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.04M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.94M

Sector Composition

1 Technology 6.61%
2 Energy 5.39%
3 Communication Services 4.71%
4 Consumer Discretionary 3.1%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
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