ANBT

American National Bank & Trust Portfolio holdings

AUM $976M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.21M
3 +$1.1M
4
VZ icon
Verizon
VZ
+$859K
5
UNH icon
UnitedHealth
UNH
+$712K

Top Sells

1 +$2.92M
2 +$1.11M
3 +$1.04M
4
CSCO icon
Cisco
CSCO
+$592K
5
VOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.9M 8.06%
393,233
+16,019
2
$17.4M 5.2%
122,942
-340
3
$9.95M 2.98%
121,396
+16,796
4
$8.58M 2.57%
46,820
-709
5
$7.6M 2.27%
197,136
-5,704
6
$7.45M 2.23%
70,764
-1,414
7
$7.23M 2.16%
55,589
-516
8
$6.92M 2.07%
35,362
+3,634
9
$6.64M 1.99%
163,296
-12,190
10
$6.55M 1.96%
136,360
-1,880
11
$6.46M 1.94%
132,780
-2,780
12
$6.44M 1.93%
247,233
+8,991
13
$6.36M 1.9%
25,017
-1,549
14
$6.32M 1.89%
53,761
+2,550
15
$6.05M 1.81%
122,314
+17,349
16
$5.87M 1.76%
173,216
+9,813
17
$5.79M 1.73%
77,660
-4,394
18
$5.75M 1.72%
171,075
-17,597
19
$5.7M 1.71%
33,394
-1,214
20
$5.69M 1.7%
59,599
+4,487
21
$5.56M 1.66%
41,141
+4,200
22
$5.28M 1.58%
53,596
-496
23
$5.24M 1.57%
40,413
-1,322
24
$5.12M 1.53%
79,456
-1,854
25
$5.05M 1.51%
27,086
+1,129