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
$3.7B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$18.3M
3
+$12.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.52M

Top Sells

1
+$3.15M
2
+$3.1M
3
+$3.08M
4
VFC icon
VF Corp
VFC
+$2.97M
5
SPG icon
Simon Property Group
SPG
+$2.44M

Sector Composition

1 Consumer Discretionary 9.17%
2 Technology 5.64%
3 Financials 4.5%
4 Healthcare 3.21%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$449K 0.01%
2,042
352
$445K 0.01%
1,887
+28
353
$441K 0.01%
1,700
354
$438K 0.01%
11,414
+1,552
355
$436K 0.01%
7,776
+3,888
356
$415K 0.01%
5,151
-709
357
$409K 0.01%
3,985
+1,185
358
$406K 0.01%
14,535
+3,500
359
$402K 0.01%
2,372
+70
360
$395K 0.01%
+19,886
361
$393K 0.01%
3,329
+18
362
$385K 0.01%
4,800
363
$372K 0.01%
37,330
364
$372K 0.01%
+6,156
365
$370K 0.01%
+2,255
366
$368K 0.01%
4,833
-451
367
$351K 0.01%
+4,544
368
$342K 0.01%
2,635
-73
369
$341K 0.01%
4,380
-817
370
$340K 0.01%
3,326
-532
371
$330K 0.01%
13,104
372
$330K 0.01%
6,998
373
$328K 0.01%
26,138
-1,048
374
$324K 0.01%
+2,880
375
$316K 0.01%
16,470
13 14
15
16 17