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
2501
$30K ﹤0.01%
9,058
-2,063
2502
$30K ﹤0.01%
13,897
-3,001
2503
$30K ﹤0.01%
791
-199
2504
$30K ﹤0.01%
3,284
-765
2505
$30K ﹤0.01%
18,473
-2,776
2506
$30K ﹤0.01%
22,261
-3,529
2507
$29K ﹤0.01%
12,856
-1,558
2508
$29K ﹤0.01%
4,183
-1,209
2509
$29K ﹤0.01%
1,784
+54
2510
$29K ﹤0.01%
3,099
-465
2511
$29K ﹤0.01%
27,220
-4,437
2512
$28K ﹤0.01%
863
-206
2513
$28K ﹤0.01%
3,061
+120
2514
$28K ﹤0.01%
1,571
-241
2515
$28K ﹤0.01%
2,679
-498
2516
$28K ﹤0.01%
1,739
-310
2517
$28K ﹤0.01%
14,059
-3,598
2518
$28K ﹤0.01%
3,233
-486
2519
$28K ﹤0.01%
5,701
-859
2520
$28K ﹤0.01%
4,814
-1,004
2521
$28K ﹤0.01%
4,269
-916
2522
$28K ﹤0.01%
6,684
-956
2523
$28K ﹤0.01%
7,516
-1,795
2524
$28K ﹤0.01%
957
-156
2525
$28K ﹤0.01%
83
-13
99 100
101
102 103