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
151
$2.28M 0.08%
62,866
+295
152
$2.28M 0.08%
15,751
153
$2.27M 0.08%
27,395
+2,410
154
$2.25M 0.08%
13,116
-499
155
$2.25M 0.08%
10,497
+14
156
$2.23M 0.08%
+236,512
157
$2.23M 0.08%
98,232
-2,025
158
$2.23M 0.08%
20,272
+2,357
159
$2.2M 0.08%
61,217
160
$2.16M 0.08%
24,962
+1,975
161
$2.13M 0.08%
50,402
-4,839
162
$2.12M 0.08%
99,165
+22,323
163
$2.05M 0.07%
9,645
-925
164
$2.05M 0.07%
28,325
-1,575
165
$2.05M 0.07%
60,097
-5,657
166
$2.03M 0.07%
100,366
-4,462
167
$2.03M 0.07%
8,831
-971
168
$2.01M 0.07%
8,967
+1,117
169
$2M 0.07%
21,843
-170
170
$2M 0.07%
92,364
-6,693
171
$1.96M 0.07%
39,125
-8,621
172
$1.96M 0.07%
14,709
+7,160
173
$1.92M 0.07%
+43,769
174
$1.88M 0.07%
11,181
+515
175
$1.87M 0.07%
62,270
-11,196
5 6
7
8 9