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
251
$980K 0.03%
+19,447
252
$980K 0.03%
6,999
253
$972K 0.03%
10,623
+82
254
$957K 0.03%
7,988
-249
255
$949K 0.03%
37,740
-1,174
256
$946K 0.03%
14,025
-275
257
$945K 0.03%
72,360
+15,680
258
$943K 0.03%
5,362
-190
259
$939K 0.03%
58,255
-945
260
$934K 0.03%
39,873
-11,094
261
$929K 0.03%
3,555
-280
262
$920K 0.03%
31,817
-1,129
263
$910K 0.03%
4,089
+1,434
264
$895K 0.03%
+23,115
265
$895K 0.03%
12,700
-400
266
$887K 0.03%
9,300
267
$885K 0.03%
10,630
+30
268
$885K 0.03%
+34,379
269
$884K 0.03%
3,283
+1,375
270
$881K 0.03%
30,601
-41,614
271
$872K 0.03%
37,700
-1,700
272
$865K 0.03%
+110,000
273
$860K 0.03%
30,757
-147
274
$858K 0.03%
10,835
275
$854K 0.03%
58,320
-18,695
9 10
11
12 13