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
201
$1.48M 0.05%
3,180
+355
202
$1.46M 0.05%
56,625
+2,000
203
$1.45M 0.05%
9,743
204
$1.43M 0.05%
47,367
-50,336
205
$1.43M 0.05%
26,421
-2,954
206
$1.42M 0.05%
88,528
-6,992
207
$1.41M 0.05%
11,170
208
$1.4M 0.05%
2,800
+408
209
$1.36M 0.05%
11,309
-7,718
210
$1.36M 0.05%
+20,280
211
$1.29M 0.05%
7,072
212
$1.28M 0.05%
15,975
213
$1.28M 0.05%
10,726
+1,969
214
$1.26M 0.05%
64,729
-2,619
215
$1.25M 0.04%
15,389
-454
216
$1.25M 0.04%
7,395
217
$1.25M 0.04%
10,653
-204
218
$1.24M 0.04%
15,135
-1,591
219
$1.23M 0.04%
11,590
-50
220
$1.23M 0.04%
9,582
221
$1.22M 0.04%
22,042
+2,182
222
$1.22M 0.04%
14,822
223
$1.21M 0.04%
22,305
+4,225
224
$1.21M 0.04%
41,856
-7,964
225
$1.21M 0.04%
12,032
-1,118
7 8
9
10 11