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
2726
$16K ﹤0.01%
1,796
-105
2727
$16K ﹤0.01%
203
-49
2728
$16K ﹤0.01%
57
-13
2729
$15K ﹤0.01%
1,963
-299
2730
$15K ﹤0.01%
567
-94
2731
$15K ﹤0.01%
89
-17
2732
$15K ﹤0.01%
876
-208
2733
$15K ﹤0.01%
732
-113
2734
$15K ﹤0.01%
3,852
-736
2735
$15K ﹤0.01%
912
-244
2736
$15K ﹤0.01%
1,540
-354
2737
$15K ﹤0.01%
1,958
-6,700
2738
$15K ﹤0.01%
1,150
-174
2739
– –
0
2740
$15K ﹤0.01%
420
-94
2741
$15K ﹤0.01%
1,255
-197
2742
$15K ﹤0.01%
1,310
+68
2743
$15K ﹤0.01%
611
-137
2744
$15K ﹤0.01%
2,021
-303
2745
$15K ﹤0.01%
1,565
-345
2746
$15K ﹤0.01%
6,649
-1,143
2747
$14K ﹤0.01%
+1,130
2748
$14K ﹤0.01%
571
-72
2749
$14K ﹤0.01%
583
-131
2750
$14K ﹤0.01%
3,397
-673
108 109
110
111 112