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
101
$3.64M 0.13%
161,543
+2,947
102
$3.61M 0.13%
46,200
-1,164
103
$3.6M 0.13%
80,332
-513
104
$3.54M 0.13%
24,194
-1,115
105
$3.51M 0.12%
18,016
-737
106
$3.5M 0.12%
16,320
-388
107
$3.48M 0.12%
53,815
-1,383
108
$3.43M 0.12%
25,461
109
$3.41M 0.12%
71,001
-5,115
110
$3.38M 0.12%
48,204
+11,256
111
$3.38M 0.12%
16,332
+632
112
$3.36M 0.12%
81,505
-2,850
113
$3.35M 0.12%
27,673
-1,961
114
$3.29M 0.12%
8,741
+240
115
$3.29M 0.12%
61,039
+18,248
116
$3.27M 0.12%
52,796
-1,518
117
$3.22M 0.11%
13,686
-1,839
118
$3.16M 0.11%
27,721
-338
119
$3.13M 0.11%
45,874
-32,373
120
$3.13M 0.11%
64,901
-6,148
121
$3.12M 0.11%
119,207
122
$3.09M 0.11%
48,444
-2,956
123
$3.07M 0.11%
30,184
+13,807
124
$3.06M 0.11%
52,061
+4,076
125
$3.02M 0.11%
18,769
-421
3 4
5
6 7