ANTB

AMG National Trust Bank Portfolio holdings

AUM $4.24B
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.02M
3
+$3.06M
4
QSR icon
Restaurant Brands International
QSR
+$2.92M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.6M

Top Sells

1
+$4.67M
2
+$3.93M
3
+$3.91M
4
BAC icon
Bank of America
BAC
+$3.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.51M

Sector Composition

1 Consumer Discretionary 13.25%
2 Technology 4.51%
3 Financials 4.08%
4 Consumer Staples 2.92%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-50,020
452
– –
-3,714
453
– –
-19,136
454
– –
-17,257
455
– –
-27,829
15 16 17 18
19