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
276
$852K 0.03%
33,312
-1,189
277
$848K 0.03%
14,312
+7,532
278
$847K 0.03%
24,892
-885
279
$834K 0.03%
35,452
-1,264
280
$815K 0.03%
13,983
-1,389
281
$812K 0.03%
115,001
-56
282
$800K 0.03%
13,683
+345
283
$792K 0.03%
15,868
-4,797
284
$788K 0.03%
15,601
-17,610
285
$778K 0.03%
3,071
+975
286
$772K 0.03%
33,552
287
$770K 0.03%
9,306
+4,663
288
$767K 0.03%
8,975
-10
289
$760K 0.03%
1,053
-30
290
$760K 0.03%
14,670
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291
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80,522
-2,528
292
$754K 0.03%
5,028
-160
293
$742K 0.03%
10,827
-69
294
$741K 0.03%
6,036
-3,424
295
$735K 0.03%
5,525
296
$734K 0.03%
8,638
+332
297
$710K 0.03%
1,176
-42
298
$702K 0.03%
9,323
-1,000
299
$700K 0.02%
+63,086
300
$699K 0.02%
3,014
10 11
12
13 14