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
2601
$22K ﹤0.01%
7,144
-1,070
2602
$22K ﹤0.01%
952
-119
2603
$22K ﹤0.01%
14,401
-2,160
2604
$22K ﹤0.01%
4,228
-798
2605
$22K ﹤0.01%
148
-24
2606
$22K ﹤0.01%
1,784
-398
2607
$22K ﹤0.01%
9,111
-1,926
2608
$22K ﹤0.01%
1,058
-238
2609
$22K ﹤0.01%
1,092
-267
2610
$22K ﹤0.01%
1,763
-185
2611
$22K ﹤0.01%
459
-101
2612
$22K ﹤0.01%
142
-27
2613
$22K ﹤0.01%
1,045
-258
2614
$22K ﹤0.01%
1,369
-276
2615
$22K ﹤0.01%
9,413
-2,468
2616
$22K ﹤0.01%
4,432
-623
2617
$22K ﹤0.01%
2,833
+448
2618
$22K ﹤0.01%
72
+22
2619
$22K ﹤0.01%
14,631
-3,324
2620
$22K ﹤0.01%
2,325
-574
2621
$21K ﹤0.01%
479
-117
2622
$21K ﹤0.01%
6,924
-22,532
2623
$21K ﹤0.01%
2,158
-503
2624
$21K ﹤0.01%
3,445
-772
2625
$21K ﹤0.01%
3,130
-437
103 104
105
106 107