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
2651
$20K ﹤0.01%
1,333
-199
2652
$20K ﹤0.01%
2,595
+392
2653
$20K ﹤0.01%
880
-196
2654
$20K ﹤0.01%
1,249
-240
2655
$20K ﹤0.01%
2,023
-333
2656
$20K ﹤0.01%
11,216
-2,431
2657
$20K ﹤0.01%
5,022
-795
2658
$20K ﹤0.01%
6,449
-495
2659
$19K ﹤0.01%
19,394
-4,037
2660
$19K ﹤0.01%
3,712
-454
2661
$19K ﹤0.01%
7,947
-843
2662
$19K ﹤0.01%
1,159
-108
2663
$19K ﹤0.01%
2,491
-459
2664
$19K ﹤0.01%
1,369
-215
2665
$19K ﹤0.01%
3,055
-464
2666
$19K ﹤0.01%
2,436
-568
2667
$19K ﹤0.01%
1,047
-234
2668
$19K ﹤0.01%
330
-46
2669
$19K ﹤0.01%
1,607
-383
2670
$19K ﹤0.01%
2,333
-520
2671
$19K ﹤0.01%
7,515
-1,132
2672
$19K ﹤0.01%
4,825
-1,081
2673
$19K ﹤0.01%
3,037
-677
2674
$19K ﹤0.01%
17,162
-2,728
2675
$18K ﹤0.01%
3,058
-795
105 106
107
108 109