AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.7M
3
+$13.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.1M

Top Sells

1
+$8.04M
2
+$6.76M
3
+$6.13M
4
IAA
IAA, Inc. Common Stock
IAA
+$4.47M
5
SIVB
SVB Financial Group
SIVB
+$3.59M

Sector Composition

1 Technology 25.09%
2 Healthcare 13.77%
3 Financials 12.54%
4 Consumer Discretionary 11.05%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.04M 0.08%
94,435
+2,067
227
$9.03M 0.08%
30,762
-24
228
$8.98M 0.08%
74,559
+3,728
229
$8.96M 0.08%
100,866
-32,633
230
$8.83M 0.08%
40,304
+715
231
$8.81M 0.08%
178,472
+6,714
232
$8.79M 0.07%
122,495
-7,256
233
$8.79M 0.07%
60,474
+801
234
$8.78M 0.07%
122,449
-933
235
$8.76M 0.07%
28,594
-216
236
$8.72M 0.07%
323,522
+8,728
237
$8.7M 0.07%
191,439
-2,473
238
$8.7M 0.07%
171,822
-1,745
239
$8.68M 0.07%
115,788
-13,854
240
$8.62M 0.07%
264,262
+11,651
241
$8.52M 0.07%
37,704
-1,858
242
$8.52M 0.07%
96,627
-26,553
243
$8.4M 0.07%
40,777
-4,231
244
$8.33M 0.07%
153,347
-3,584
245
$8.31M 0.07%
43,321
+267
246
$8.29M 0.07%
62,040
-380
247
$8.28M 0.07%
135,907
-343
248
$8.27M 0.07%
51,634
+7,955
249
$8.13M 0.07%
96,404
-21,232
250
$8.13M 0.07%
56,602
+617
8 9
10
11 12