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
351
$460K 0.02%
71,000
352
$459K 0.02%
15,165
-813
353
$458K 0.02%
9,475
-200
354
$457K 0.02%
3,230
+1,385
355
$453K 0.02%
6,531
-228
356
$452K 0.02%
5,017
357
$451K 0.02%
9,058
+115
358
$440K 0.02%
3,450
359
$435K 0.02%
14,535
360
$429K 0.02%
2,023
+150
361
$422K 0.02%
9,164
362
$408K 0.01%
3,815
+405
363
$408K 0.01%
10,222
+4
364
$404K 0.01%
8,350
+500
365
$402K 0.01%
6,537
-348
366
$399K 0.01%
4,600
+270
367
$397K 0.01%
13,454
-470
368
$396K 0.01%
3,325
-75
369
$387K 0.01%
19,760
-400
370
$385K 0.01%
12,793
-3,365
371
$385K 0.01%
2,853
372
$383K 0.01%
12,990
-450
373
$379K 0.01%
170
374
$376K 0.01%
6,888
375
$370K 0.01%
1,920
+300
13 14
15
16 17