ANBT
American National Bank & Trust Portfolio holdings
AUM
$976M
1-Year Return
16.03%
This Quarter Return
+7.59%
1 Year Return
+16.03%
3 Year Return
+71.58%
5 Year Return
+132.25%
10 Year Return
+269.93%
AUM
$976M
AUM Growth
+$75.8M
(+8.4%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
35.05%
Holding
733
New
134
Increased
178
Reduced
144
Closed
83
Top Buys
| 1 |
Eli Lilly
LLY
|
+$2.63M |
| 2 |
CenterPoint Energy
CNP
|
+$1.73M |
| 3 |
Home Depot
HD
|
+$1.54M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.35M |
| 5 |
General Dynamics
GD
|
+$1.26M |
Top Sells
| 1 |
GS ActiveBeta US Small Cap Equity ETF
GSSC
|
+$2.83M |
| 2 |
UnitedHealth
UNH
|
+$1.76M |
| 3 |
Target
TGT
|
+$1.4M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$907K |
| 5 |
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% |
