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
2801
$11K ﹤0.01%
2,963
-704
2802
$11K ﹤0.01%
6,490
-716
2803
$11K ﹤0.01%
597
-125
2804
$11K ﹤0.01%
9,473
-1,574
2805
$11K ﹤0.01%
1,149
-237
2806
$10K ﹤0.01%
5,450
-1,220
2807
$10K ﹤0.01%
2,447
-328
2808
$10K ﹤0.01%
1,934
-435
2809
$10K ﹤0.01%
239
-74
2810
$10K ﹤0.01%
2,345
-524
2811
$10K ﹤0.01%
2,444
-523
2812
$10K ﹤0.01%
3,425
-292
2813
$10K ﹤0.01%
665
-124
2814
$10K ﹤0.01%
2,453
-433
2815
$10K ﹤0.01%
741
-119
2816
$10K ﹤0.01%
2,713
-608
2817
$10K ﹤0.01%
1,221
-264
2818
$10K ﹤0.01%
245
-37
2819
$10K ﹤0.01%
1,570
-302
2820
$10K ﹤0.01%
4,065
-942
2821
$10K ﹤0.01%
13,121
-2,654
2822
$10K ﹤0.01%
6,764
-904
2823
$10K ﹤0.01%
4,552
+878
2824
$9K ﹤0.01%
2,055
-498
2825
$9K ﹤0.01%
1,240
-277
111 112
113
114 115