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
$2.78B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$7.97M
3
+$6.27M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.45M

Top Sells

1
+$5.67M
2
+$4.04M
3
+$3.94M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M

Sector Composition

1 Consumer Discretionary 14.16%
2 Technology 5.04%
3 Financials 4.29%
4 Consumer Staples 3.11%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.5M 0.73%
77,035
+23,600
27
$18.7M 0.67%
65,158
-630
28
$16.1M 0.57%
656,829
+4,339
29
$16M 0.57%
72,082
+1,914
30
$16M 0.57%
46
-9
31
$15.1M 0.54%
49,394
-899
32
$14.3M 0.51%
842,176
33
$14.1M 0.5%
312,655
34
$13.8M 0.49%
100,781
+8,500
35
$13.7M 0.49%
50,229
+917
36
$13.7M 0.49%
86,732
+16,521
37
$13.1M 0.47%
148,327
+21,116
38
$12.4M 0.44%
322,184
+770
39
$11.6M 0.41%
263,362
+28,588
40
$11.4M 0.4%
87,349
-2,390
41
$11M 0.39%
188,803
-1,156
42
$10.6M 0.38%
76,803
+2,140
43
$10.1M 0.36%
86,392
+1,473
44
$9.81M 0.35%
189,807
+5,111
45
$9.59M 0.34%
75,458
+1,066
46
$8.95M 0.32%
49,380
-710
47
$8.78M 0.31%
62,220
+17,721
48
$8.69M 0.31%
73,874
-6,174
49
$8.5M 0.3%
78,659
+4,645
50
$8.15M 0.29%
177,410
+4,860
1
2
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