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
376
$370K 0.01%
5,090
-5
377
$369K 0.01%
3,172
378
$361K 0.01%
2,194
379
$357K 0.01%
12,680
380
$350K 0.01%
2,349
381
$340K 0.01%
140,000
382
$332K 0.01%
+1,525
383
$331K 0.01%
6,232
384
$326K 0.01%
4,057
385
$325K 0.01%
3,724
386
$320K 0.01%
7,846
387
$317K 0.01%
1,771
+146
388
$306K 0.01%
7,469
-100
389
$303K 0.01%
+10,743
390
$301K 0.01%
13,642
+2,011
391
$287K 0.01%
2,426
+26
392
$286K 0.01%
4,633
-26,280
393
$271K 0.01%
+1,840
394
$269K 0.01%
7,425
-400
395
$265K 0.01%
4,800
396
$263K 0.01%
3,583
+500
397
$262K 0.01%
3,485
398
$261K 0.01%
4,438
+414
399
$260K 0.01%
734
400
$256K 0.01%
+5,428
14 15
16
17 18