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
$1.21B
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.76M
3
+$6.67M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$5.96M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.82M

Top Sells

1
+$19.9M
2
+$6.88M
3
+$4.82M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$4.04M
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$3.91M

Sector Composition

1 Consumer Discretionary 9.91%
2 Financials 5.67%
3 Consumer Staples 3.22%
4 Technology 3.17%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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