ANBT
American National Bank & Trust Portfolio holdings
AUM
$976M
1-Year Return
16.03%
This Quarter Return
+5.55%
1 Year Return
+16.03%
3 Year Return
+71.58%
5 Year Return
+132.25%
10 Year Return
+269.93%
AUM
$334M
AUM Growth
+$21.5M
(+6.9%)
Cap. Flow
+$6.7M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
31.5%
Holding
273
New
3
Increased
56
Reduced
58
Closed
26
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$1.38M |
| 2 |
McKesson
MCK
|
+$1.21M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.1M |
| 4 |
Verizon
VZ
|
+$859K |
| 5 |
UnitedHealth
UNH
|
+$712K |
Top Sells
| 1 |
GE Aerospace
GE
|
+$2.92M |
| 2 |
Spectrum Brands
SPB
|
+$1.11M |
| 3 |
Booking.com
BKNG
|
+$1.04M |
| 4 |
Cisco
CSCO
|
+$592K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$559K |
Sector Composition
| 1 | Healthcare | 14.53% |
| 2 | Financials | 13.61% |
| 3 | Technology | 12.74% |
| 4 | Communication Services | 9.27% |
| 5 | Energy | 8.46% |
