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
AAAU icon
351
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.09B
$68.6K 0.01%
2,100
GDX icon
352
VanEck Gold Miners ETF
GDX
$21.1B
$67.7K 0.01%
+1,300
ELV icon
353
Elevance Health
ELV
$76.1B
$66.1K 0.01%
170
AG icon
354
First Majestic Silver
AG
$6.29B
$65.9K 0.01%
+7,970
OEF icon
355
iShares S&P 100 ETF
OEF
$27.5B
$64.5K 0.01%
212
ACWI icon
356
iShares MSCI ACWI ETF
ACWI
$23.3B
$64.3K 0.01%
+500
SNY icon
357
Sanofi
SNY
$126B
$63.8K 0.01%
1,320
-4
FAF icon
358
First American
FAF
$6.49B
$61.4K 0.01%
1,000
WTW icon
359
Willis Towers Watson
WTW
$32B
$61.3K 0.01%
200
EXR icon
360
Extra Space Storage
EXR
$31.9B
$59K 0.01%
400
ENB icon
361
Enbridge
ENB
$102B
$58.9K 0.01%
1,300
-500
SHOP icon
362
Shopify
SHOP
$225B
$58.8K 0.01%
510
DTE icon
363
DTE Energy
DTE
$29.4B
$58.8K 0.01%
444
-42
VYM icon
364
Vanguard High Dividend Yield ETF
VYM
$65.6B
$58.5K 0.01%
439
AMG icon
365
Affiliated Managers Group
AMG
$6.83B
$57.7K 0.01%
+293
SPMD icon
366
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.7B
$57.6K 0.01%
+1,059
SPSM icon
367
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$57.1K 0.01%
1,340
+6
IJJ icon
368
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.06B
$56.8K 0.01%
460
MORN icon
369
Morningstar
MORN
$9.26B
$56.5K 0.01%
+180
BALL icon
370
Ball Corp
BALL
$13.6B
$56.1K 0.01%
1,000
SOLV icon
371
Solventum
SOLV
$12.4B
$56K 0.01%
738
FDX icon
372
FedEx
FDX
$56.9B
$55.7K 0.01%
245
CWB icon
373
SPDR Bloomberg Convertible Securities ETF
CWB
$4.74B
$53.3K 0.01%
645
VXF icon
374
Vanguard Extended Market ETF
VXF
$24.9B
$53.2K 0.01%
276
IJK icon
375
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.37B
$53.1K 0.01%
584
+3
13 14
15
16 17