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
401
$255K 0.01%
4,779
-1,453
402
$248K 0.01%
15,238
-2,228
403
$244K 0.01%
7,369
404
$243K 0.01%
1,155
+25
405
$241K 0.01%
1,385
406
$241K 0.01%
+4,720
407
$238K 0.01%
+3,906
408
$238K 0.01%
27,029
409
$235K 0.01%
1,900
410
$230K 0.01%
+1,130
411
$228K 0.01%
+1,900
412
$228K 0.01%
+2,500
413
$226K 0.01%
+2,615
414
$226K 0.01%
2,034
415
$224K 0.01%
+675
416
$224K 0.01%
+4,400
417
$216K 0.01%
+7,657
418
$213K 0.01%
648
+88
419
$211K 0.01%
+905
420
$211K 0.01%
3,750
421
$206K 0.01%
+970
422
$204K 0.01%
13,867
423
$202K 0.01%
4,000
-242
424
$199K 0.01%
+10,634
425
$183K 0.01%
10,000
15 16
17
18 19