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
2551
$26K ﹤0.01%
1,841
-412
2552
$26K ﹤0.01%
5,698
-823
2553
$26K ﹤0.01%
8,367
+263
2554
$25K ﹤0.01%
1,560
-351
2555
$25K ﹤0.01%
13,344
-3,080
2556
$25K ﹤0.01%
1,438
-318
2557
$25K ﹤0.01%
4,417
-1,226
2558
$25K ﹤0.01%
2,296
-482
2559
$25K ﹤0.01%
825
-191
2560
$25K ﹤0.01%
1,108
+20
2561
$25K ﹤0.01%
2,715
-607
2562
$25K ﹤0.01%
765
-170
2563
$25K ﹤0.01%
7,967
-2,498
2564
$25K ﹤0.01%
11,623
-2,741
2565
$25K ﹤0.01%
3,047
+1,233
2566
$25K ﹤0.01%
7,404
-1,676
2567
$25K ﹤0.01%
3,070
-473
2568
$25K ﹤0.01%
4,224
-656
2569
$25K ﹤0.01%
5,049
-770
2570
$25K ﹤0.01%
2,884
-655
2571
$25K ﹤0.01%
811
-101
2572
$24K ﹤0.01%
3,081
-462
2573
$24K ﹤0.01%
1,218
-263
2574
$24K ﹤0.01%
1,577
-318
2575
$24K ﹤0.01%
3,029
-602
101 102
103
104 105