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
$2.76B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$51.9M
2 +$7.55M
3 +$4.58M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.08M

Top Sells

1 +$26M
2 +$13.6M
3 +$11.6M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$9.41M
5
AAPL icon
Apple
AAPL
+$7.22M

Sector Composition

1 Consumer Discretionary 10.4%
2 Financials 4.55%
3 Technology 4.33%
4 Healthcare 3.73%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$946K 0.03%
2,812
-349
277
$945K 0.03%
9,075
+30
278
$944K 0.03%
24,614
+13,184
279
$941K 0.03%
26,386
-11,914
280
$941K 0.03%
18,670
-438
281
$936K 0.03%
11,530
-45,025
282
$936K 0.03%
2,869
+21
283
$933K 0.03%
11,172
+124
284
$930K 0.03%
10,938
-557
285
$926K 0.03%
25,098
+301
286
$921K 0.03%
57,522
-13,145
287
$921K 0.03%
16,470
-570
288
$908K 0.03%
16,187
+194
289
$905K 0.03%
11,269
-167
290
$890K 0.03%
6,203
+73
291
$890K 0.03%
33,667
-13,697
292
$882K 0.03%
6,494
-63
293
$877K 0.03%
28,612
-6,720
294
$850K 0.03%
2,944
+49
295
$836K 0.03%
27,207
+8,680
296
$834K 0.03%
12,957
+142
297
$827K 0.03%
15,445
+9,158
298
$801K 0.03%
2,255
-375
299
$796K 0.03%
4,400
300
$795K 0.03%
52,854
+87