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
2701
$17K ﹤0.01%
9,450
-2,118
2702
$17K ﹤0.01%
256
-36
2703
$17K ﹤0.01%
738
-149
2704
$17K ﹤0.01%
420
-94
2705
$17K ﹤0.01%
1,470
-152
2706
$17K ﹤0.01%
6,066
-906
2707
$17K ﹤0.01%
6,604
-1,129
2708
$17K ﹤0.01%
733
-159
2709
– –
0
2710
$17K ﹤0.01%
5
+3
2711
$17K ﹤0.01%
1,871
-418
2712
$16K ﹤0.01%
624
-35
2713
$16K ﹤0.01%
5,807
+478
2714
$16K ﹤0.01%
4,888
-1,048
2715
$16K ﹤0.01%
1,610
-360
2716
$16K ﹤0.01%
10,307
-27,715
2717
$16K ﹤0.01%
519
-129
2718
$16K ﹤0.01%
817
-183
2719
$16K ﹤0.01%
3,928
-1,129
2720
$16K ﹤0.01%
15,100
-287
2721
$16K ﹤0.01%
1,264
-303
2722
$16K ﹤0.01%
3,450
-1,159
2723
$16K ﹤0.01%
2,057
-191
2724
$16K ﹤0.01%
2,160
-5,833
2725
$16K ﹤0.01%
11,346
-1,550
107 108
109
110 111