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

Top Buys

1
+$16.5M
2
+$9.93M
3
+$7.67M
4
ZBH icon
Zimmer Biomet
ZBH
+$3.76M
5
CVX icon
Chevron
CVX
+$3.32M

Top Sells

1
+$9.99M
2
+$9.52M
3
+$6.61M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.46M
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
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460
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466
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-3,282
467
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