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
2476
$32K ﹤0.01%
496
-50
2477
$32K ﹤0.01%
1,157
-258
2478
$32K ﹤0.01%
7,716
-984
2479
$32K ﹤0.01%
2,394
-362
2480
$32K ﹤0.01%
1,551
-360
2481
$32K ﹤0.01%
235
-52
2482
$32K ﹤0.01%
3,018
-444
2483
$32K ﹤0.01%
2,104
-471
2484
$31K ﹤0.01%
1,583
-350
2485
$31K ﹤0.01%
2,288
-554
2486
$31K ﹤0.01%
2,721
-680
2487
$31K ﹤0.01%
1,997
-412
2488
$31K ﹤0.01%
1,459
-281
2489
$31K ﹤0.01%
20,385
-4,561
2490
$31K ﹤0.01%
1,265
-370
2491
$31K ﹤0.01%
8,395
-1,365
2492
$31K ﹤0.01%
725
-163
2493
$31K ﹤0.01%
2,072
-537
2494
$31K ﹤0.01%
2,506
-82
2495
$30K ﹤0.01%
408
-70
2496
$30K ﹤0.01%
2,885
-986
2497
$30K ﹤0.01%
5,710
-1,369
2498
$30K ﹤0.01%
1,316
-212
2499
$30K ﹤0.01%
964
-217
2500
$30K ﹤0.01%
240
-42
98 99
100
101 102