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
176
$1.86M 0.07%
29,638
-2,010
177
$1.85M 0.07%
46,376
+7,424
178
$1.83M 0.07%
8,975
-400
179
$1.81M 0.06%
+82,943
180
$1.81M 0.06%
7,380
-75
181
$1.78M 0.06%
40,049
-1,536
182
$1.78M 0.06%
390,076
+160,284
183
$1.72M 0.06%
32,881
+6,867
184
$1.72M 0.06%
27,700
185
$1.7M 0.06%
11,725
-219
186
$1.69M 0.06%
11,891
+265
187
$1.68M 0.06%
22,586
188
$1.66M 0.06%
18,095
+5,449
189
$1.63M 0.06%
17,737
+544
190
$1.63M 0.06%
63,695
-45
191
$1.6M 0.06%
1,548
+77
192
$1.6M 0.06%
65,166
-2,875
193
$1.6M 0.06%
7,668
+149
194
$1.57M 0.06%
4,907
-226
195
$1.54M 0.06%
62,561
+21,947
196
$1.52M 0.05%
24,413
-3,137
197
$1.52M 0.05%
21,339
+2
198
$1.5M 0.05%
11,750
+195
199
$1.5M 0.05%
17,060
-1,525
200
$1.49M 0.05%
104,806
-6,814
6 7
8
9 10