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
$3.7B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$18.3M
3
+$12.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.52M

Top Sells

1
+$3.15M
2
+$3.1M
3
+$3.08M
4
VFC icon
VF Corp
VFC
+$2.97M
5
SPG icon
Simon Property Group
SPG
+$2.44M

Sector Composition

1 Consumer Discretionary 9.17%
2 Technology 5.64%
3 Financials 4.5%
4 Healthcare 3.21%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-16,681
452
– –
-37,933
453
– –
-8,607
454
– –
-21,742
455
– –
-68,652
456
– –
-15,572
457
– –
-2,853
458
– –
-1,871
15 16 17 18
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