ANBT

American National Bank & Trust Portfolio holdings

AUM $1.05B
1-Year Est. Return 25.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.1M
3
+$2.96M
4
DOCU
DocuSign
DOCU
+$2.77M
5
AAPL icon
Apple
AAPL
+$2.42M

Top Sells

1
+$906K
2
+$626K
3
+$611K
4
UPS icon
United Parcel Service
UPS
+$480K
5
CVX icon
Chevron
CVX
+$460K

Sector Composition

1 Technology 21.91%
2 Healthcare 15.42%
3 Industrials 8.89%
4 Consumer Discretionary 8.37%
5 Financials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
15
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+2
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605
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606
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607
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608
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609
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610
– –
0
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615
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617
$1K ﹤0.01%
+10
618
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619
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623
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