ANBT

American National Bank & Trust Portfolio holdings

AUM $1.01B
1-Year Est. Return 19.04%
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$976M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.73M
3
+$1.54M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.35M
5
GD icon
General Dynamics
GD
+$1.26M

Top Sells

1
+$2.83M
2
+$1.76M
3
+$1.4M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$907K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$729K

Sector Composition

1 Technology 23.04%
2 Healthcare 11.11%
3 Consumer Discretionary 10%
4 Financials 8.79%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYM icon
326
iShares US Basic Materials ETF
IYM
$563M
$86.4K 0.01%
617
KMB icon
327
Kimberly-Clark
KMB
$39.5B
$85.5K 0.01%
663
EQIX icon
328
Equinix
EQIX
$82.2B
$85.1K 0.01%
107
+57
IGF icon
329
iShares Global Infrastructure ETF
IGF
$8.34B
$84.7K 0.01%
+1,430
LECO icon
330
Lincoln Electric
LECO
$13.3B
$84.4K 0.01%
407
-203
CARR icon
331
Carrier Global
CARR
$49.2B
$83.4K 0.01%
1,140
PANW icon
332
Palo Alto Networks
PANW
$147B
$83.3K 0.01%
407
+144
DBEF icon
333
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.34B
$81.8K 0.01%
1,870
-37
AFL icon
334
Aflac
AFL
$57.3B
$81.3K 0.01%
771
WPM icon
335
Wheaton Precious Metals
WPM
$44.6B
$80.8K 0.01%
+900
VCIT icon
336
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$78.5K 0.01%
947
+805
SHEL icon
337
Shell
SHEL
$218B
$77.5K 0.01%
1,100
DOC icon
338
Healthpeak Properties
DOC
$13B
$77.3K 0.01%
4,415
+3,500
USMV icon
339
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$77.1K 0.01%
821
HPQ icon
340
HP
HPQ
$25.9B
$75.8K 0.01%
3,100
-60
PLTR icon
341
Palantir
PLTR
$438B
$73.6K 0.01%
+540
APH icon
342
Amphenol
APH
$163B
$72.7K 0.01%
736
ESGD icon
343
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$71.4K 0.01%
+800
TTE icon
344
TotalEnergies
TTE
$134B
$71.2K 0.01%
1,160
-27
IVE icon
345
iShares S&P 500 Value ETF
IVE
$42.5B
$71.1K 0.01%
364
-144
CFR icon
346
Cullen/Frost Bankers
CFR
$8.03B
$70.7K 0.01%
550
VLTO icon
347
Veralto
VLTO
$26B
$70.6K 0.01%
699
-1
DGRW icon
348
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$70.5K 0.01%
842
-34
MCHP icon
349
Microchip Technology
MCHP
$34.1B
$70.4K 0.01%
1,000
BIPC icon
350
Brookfield Infrastructure
BIPC
$5.29B
$69.6K 0.01%
+1,674
12 13
14
15 16