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
2626
$21K ﹤0.01%
2,468
-482
2627
$21K ﹤0.01%
10,217
-1,472
2628
$21K ﹤0.01%
9,858
-19,600
2629
$21K ﹤0.01%
789
-185
2630
$21K ﹤0.01%
5,360
-1,195
2631
$21K ﹤0.01%
2,376
-430
2632
$21K ﹤0.01%
1,325
-296
2633
$21K ﹤0.01%
3,944
-883
2634
$21K ﹤0.01%
226
-34
2635
$21K ﹤0.01%
2,675
-129
2636
$20K ﹤0.01%
2,443
-494
2637
$20K ﹤0.01%
14,185
-2,161
2638
$20K ﹤0.01%
28
-6
2639
$20K ﹤0.01%
1,487
-333
2640
$20K ﹤0.01%
5,845
-1,264
2641
$20K ﹤0.01%
3,506
-785
2642
$20K ﹤0.01%
1,646
-194
2643
$20K ﹤0.01%
5,829
-1,329
2644
$20K ﹤0.01%
7,175
-1,079
2645
$20K ﹤0.01%
10,779
-1,760
2646
$20K ﹤0.01%
874
-203
2647
$20K ﹤0.01%
12,044
-2,696
2648
$20K ﹤0.01%
929
+46
2649
$20K ﹤0.01%
4,718
-947
2650
$20K ﹤0.01%
10,778
-1,355
104 105
106
107 108