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
251
$8.11M 0.07%
48,680
-3,836
252
$8.11M 0.07%
129,833
+146
253
$8.1M 0.07%
82,956
-788
254
$8.09M 0.07%
50,075
+1,287
255
$8.01M 0.07%
227,121
+2,682
256
$7.91M 0.07%
71,368
+1,619
257
$7.88M 0.07%
95,240
-1,609
258
$7.86M 0.07%
70,064
-704
259
$7.86M 0.07%
82,884
+1,239
260
$7.81M 0.07%
130,984
-2,374
261
$7.79M 0.07%
14,286
+339
262
$7.74M 0.07%
88,713
-11,681
263
$7.72M 0.07%
+94,072
264
$7.71M 0.07%
24,233
-2,696
265
$7.7M 0.07%
23,140
+114
266
$7.68M 0.07%
27,547
-1,248
267
$7.66M 0.07%
36,430
-230
268
$7.66M 0.07%
198,063
+1,295
269
$7.63M 0.07%
58,214
-3,515
270
$7.62M 0.07%
40,861
-814
271
$7.6M 0.06%
161,590
+10,380
272
$7.59M 0.06%
56,108
+2,148
273
$7.54M 0.06%
238,424
-2,025
274
$7.48M 0.06%
51,081
+2,257
275
$7.45M 0.06%
97,879
-24,138
9 10
11
12 13