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
301
$698K 0.02%
2,650
302
$696K 0.02%
11,277
-730
303
$685K 0.02%
5,758
+1,193
304
$683K 0.02%
7,359
+4,520
305
$682K 0.02%
4,400
306
$679K 0.02%
7,870
307
$676K 0.02%
9,670
-125
308
$664K 0.02%
1,748
+50
309
$659K 0.02%
20,335
310
$647K 0.02%
+12,536
311
$645K 0.02%
7,500
312
$645K 0.02%
3,683
-710
313
$641K 0.02%
14,630
-500
314
$639K 0.02%
4,790
+155
315
$635K 0.02%
20,316
-1,141
316
$635K 0.02%
18,202
-2,491
317
$632K 0.02%
5,585
-170
318
$631K 0.02%
11,562
+905
319
$625K 0.02%
15,118
320
$620K 0.02%
4,146
-433
321
$619K 0.02%
16,003
322
$608K 0.02%
3,441
+472
323
$606K 0.02%
44,741
-1,409
324
$605K 0.02%
15,971
+1,100
325
$598K 0.02%
30,150
+630
11 12
13
14 15