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
$3.62B
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.91M
3
+$7.42M
4
ZBH icon
Zimmer Biomet
ZBH
+$3.7M
5
CVX icon
Chevron
CVX
+$3.12M

Top Sells

1
+$9.97M
2
+$9.46M
3
+$6.61M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.28M
5
COF icon
Capital One
COF
+$2.69M

Sector Composition

1 Consumer Discretionary 9.68%
2 Technology 5.27%
3 Financials 4.36%
4 Healthcare 2.59%
5 Consumer Staples 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$259K 0.01%
4,081
402
$257K 0.01%
407
-279
403
$254K 0.01%
3,088
-2,158
404
$251K 0.01%
2,050
+500
405
$251K 0.01%
2,703
-22
406
$250K 0.01%
2,450
-100
407
$250K 0.01%
1,185
408
$249K 0.01%
100,000
409
$248K 0.01%
25,100
-1,058
410
$246K 0.01%
1,027
+228
411
$239K 0.01%
4,894
+1,427
412
$238K 0.01%
462
+24
413
$236K 0.01%
+3,599
414
$236K 0.01%
677
415
$233K 0.01%
944
+18
416
$231K 0.01%
2,121
417
$225K 0.01%
888
418
$222K 0.01%
14,330
419
$220K 0.01%
2,760
+265
420
$220K 0.01%
101,339
421
$220K 0.01%
+350
422
$217K 0.01%
2,646
-50
423
$216K 0.01%
3,939
-284
424
$213K 0.01%
+829
425
$212K 0.01%
3,502
+8
15 16
17
18 19