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
UPS icon
201
United Parcel Service
UPS
$73.9B
$348K 0.04%
3,451
+3
VEA icon
202
Vanguard FTSE Developed Markets ETF
VEA
$180B
$337K 0.03%
5,911
+2,935
VNQ icon
203
Vanguard Real Estate ETF
VNQ
$34.6B
$336K 0.03%
3,774
-118
LSTR icon
204
Landstar System
LSTR
$4.51B
$331K 0.03%
2,381
+55
HSY icon
205
Hershey
HSY
$36.4B
$326K 0.03%
1,962
+1,298
XLI icon
206
Industrial Select Sector SPDR Fund
XLI
$23.9B
$322K 0.03%
2,185
+20
CMG icon
207
Chipotle Mexican Grill
CMG
$55.2B
$322K 0.03%
5,735
ROK icon
208
Rockwell Automation
ROK
$40.1B
$320K 0.03%
962
-59
AZN icon
209
AstraZeneca
AZN
$258B
$316K 0.03%
4,515
-7
APO icon
210
Apollo Global Management
APO
$71.5B
$315K 0.03%
+2,220
WY icon
211
Weyerhaeuser
WY
$17.2B
$313K 0.03%
+12,200
ZTS icon
212
Zoetis
ZTS
$64.7B
$312K 0.03%
2,001
-22
IWF icon
213
iShares Russell 1000 Growth ETF
IWF
$125B
$311K 0.03%
733
-338
SDY icon
214
SPDR S&P Dividend ETF
SDY
$20.2B
$311K 0.03%
2,292
-513
MPWR icon
215
Monolithic Power Systems
MPWR
$51.5B
$311K 0.03%
425
-94
CEG icon
216
Constellation Energy
CEG
$122B
$308K 0.03%
954
+924
MCY icon
217
Mercury Insurance
MCY
$4.39B
$303K 0.03%
+4,500
KMI icon
218
Kinder Morgan
KMI
$57.5B
$303K 0.03%
10,295
+5,550
MFC icon
219
Manulife Financial
MFC
$55.1B
$296K 0.03%
9,262
-44
NVG icon
220
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$295K 0.03%
24,716
+11,953
PGR icon
221
Progressive
PGR
$128B
$295K 0.03%
1,104
-2
DOW icon
222
Dow Inc
DOW
$17.6B
$291K 0.03%
10,995
+6,352
CB icon
223
Chubb
CB
$112B
$291K 0.03%
1,003
DE icon
224
Deere & Co
DE
$128B
$285K 0.03%
560
+3
CBT icon
225
Cabot Corp
CBT
$3.8B
$278K 0.03%
3,700
7 8
9
10 11