ANTB

AMG National Trust Bank Portfolio holdings

AUM $4.1B
1-Year Est. Return 12.73%
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$7.97M
3
+$6.27M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.45M

Top Sells

1
+$5.67M
2
+$4.04M
3
+$3.94M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M

Sector Composition

1 Consumer Discretionary 14.16%
2 Technology 5.04%
3 Financials 4.29%
4 Consumer Staples 3.11%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.19M 0.04%
12,939
+2,268
227
$1.14M 0.04%
42,050
228
$1.14M 0.04%
12,840
-200
229
$1.12M 0.04%
18,848
+4,147
230
$1.11M 0.04%
42,175
231
$1.11M 0.04%
22,848
-2,307
232
$1.11M 0.04%
11,233
-1,174
233
$1.1M 0.04%
42,668
234
$1.1M 0.04%
35,059
-1,238
235
$1.09M 0.04%
25,383
-42,965
236
$1.09M 0.04%
15,816
-266
237
$1.09M 0.04%
+17,147
238
$1.08M 0.04%
+42,462
239
$1.08M 0.04%
52,489
-1,556
240
$1.07M 0.04%
+21,165
241
$1.07M 0.04%
9,854
242
$1.04M 0.04%
20,686
-834
243
$1.04M 0.04%
19,240
-300
244
$1.03M 0.04%
6,725
+90
245
$1.02M 0.04%
15,757
-548
246
$1M 0.04%
7,158
-100
247
$996K 0.04%
13,793
-799
248
$995K 0.04%
4,927
249
$988K 0.04%
4,159
250
$987K 0.04%
41,968
-1,490
8 9
10
11 12