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
$2.76B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$7.55M
3
+$4.58M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.08M

Top Sells

1
+$26M
2
+$13.6M
3
+$11.6M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$9.41M
5
AAPL icon
Apple
AAPL
+$7.22M

Sector Composition

1 Consumer Discretionary 10.4%
2 Financials 4.55%
3 Technology 4.33%
4 Healthcare 3.73%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$270K 0.01%
1,994
+57
402
$269K 0.01%
3,649
-50
403
$264K 0.01%
1,990
-2,031
404
$263K 0.01%
2,773
-602
405
$260K 0.01%
+2,309
406
$260K 0.01%
1,879
+5
407
$257K 0.01%
4,040
+17
408
$255K 0.01%
4,081
409
$250K 0.01%
45,000
410
$244K 0.01%
8,270
-1,680
411
$243K 0.01%
4,800
412
$240K 0.01%
7,709
413
$237K 0.01%
6,125
-525
414
$235K 0.01%
585
-575
415
$234K 0.01%
734
-764
416
$232K 0.01%
3,204
-218
417
$230K 0.01%
2,540
-2,210
418
$228K 0.01%
+8,414
419
$227K 0.01%
1,185
-1,192
420
$218K 0.01%
3,800
421
$218K 0.01%
2,600
-6,545
422
$215K 0.01%
1,280
-820
423
$212K 0.01%
+337
424
$212K 0.01%
+1,671
425
$202K 0.01%
+4,585
15 16
17
18 19