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
2526
$28K ﹤0.01%
2,723
-609
2527
$28K ﹤0.01%
1,827
-273
2528
$27K ﹤0.01%
7,927
-1,769
2529
$27K ﹤0.01%
6,870
-1,828
2530
$27K ﹤0.01%
3,634
-582
2531
$27K ﹤0.01%
8,697
-1,948
2532
$27K ﹤0.01%
3,720
-742
2533
$27K ﹤0.01%
1,036
-226
2534
$27K ﹤0.01%
5,421
-18,323
2535
$27K ﹤0.01%
21,454
-3,373
2536
$27K ﹤0.01%
2,028
-5,787
2537
$27K ﹤0.01%
1,373
-207
2538
$27K ﹤0.01%
1,982
-471
2539
$27K ﹤0.01%
943
-139
2540
$27K ﹤0.01%
4,301
-975
2541
$26K ﹤0.01%
2,730
-662
2542
$26K ﹤0.01%
1,569
-351
2543
$26K ﹤0.01%
7,223
-999
2544
$26K ﹤0.01%
2,813
-536
2545
$26K ﹤0.01%
3,943
-993
2546
$26K ﹤0.01%
1,188
-255
2547
$26K ﹤0.01%
30,256
-4,189
2548
$26K ﹤0.01%
2,709
-410
2549
$26K ﹤0.01%
8,500
-1,275
2550
$26K ﹤0.01%
14,597
-2,224
100 101
102
103 104