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
326
$591K 0.02%
3,400
327
$591K 0.02%
591
-17
328
$587K 0.02%
3,940
-375
329
$584K 0.02%
25,827
-883
330
$560K 0.02%
4,860
-1,750
331
$555K 0.02%
5,502
+985
332
$553K 0.02%
11,555
-2,641
333
$548K 0.02%
+12,362
334
$545K 0.02%
9,045
-1,806
335
$543K 0.02%
2,042
336
$536K 0.02%
35,364
-600
337
$533K 0.02%
12,500
-150
338
$530K 0.02%
2,969
-3,025
339
$529K 0.02%
1,489
-135
340
$529K 0.02%
6,870
-2,029
341
$527K 0.02%
11,721
-304
342
$517K 0.02%
14,144
-1,612
343
$511K 0.02%
1,909
+215
344
$497K 0.02%
8,493
+1,353
345
$483K 0.02%
4,152
346
$481K 0.02%
10,560
-192
347
$474K 0.02%
+5,719
348
$466K 0.02%
5,403
-105
349
$466K 0.02%
9,309
+6
350
$461K 0.02%
3,491
12 13
14
15 16