ANBT
American National Bank & Trust Portfolio holdings
AUM $976M
1-Year Return
16.03%
This Quarter Return
+4.31%
1 Year Return
+16.03%
3 Year Return
+71.58%
5 Year Return
+132.25%
10 Year Return
+269.93%
AUM
$300M
AUM Growth
+$26.1M
(+9.5%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
30.63%
Holding
267
New
16
Increased
70
Reduced
52
Closed
20
Top Buys
| 1 |
Aflac
AFL
|
+$5.14M |
| 2 |
UnitedHealth
UNH
|
+$3.74M |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.45M |
| 4 |
Walt Disney
DIS
|
+$2.25M |
| 5 |
American Water Works
AWK
|
+$1.73M |
Top Sells
| 1 |
Target
TGT
|
+$3.86M |
| 2 |
Helen of Troy
HELE
|
+$3.62M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.47M |
| 4 |
Oracle
ORCL
|
+$2M |
| 5 |
VIAB
Viacom Inc. Class B
VIAB
|
+$1.89M |
Sector Composition
| 1 | Healthcare | 15.31% |
| 2 | Financials | 14.19% |
| 3 | Technology | 13.16% |
| 4 | Communication Services | 8.76% |
| 5 | Energy | 8.66% |
