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
2826
$9K ﹤0.01%
344
-79
2827
$9K ﹤0.01%
468
-28
2828
$9K ﹤0.01%
1,905
-426
2829
$9K ﹤0.01%
1,613
-254
2830
$9K ﹤0.01%
371
-55
2831
$9K ﹤0.01%
2,036
-304
2832
$9K ﹤0.01%
10,294
-1,295
2833
$9K ﹤0.01%
2,009
-76
2834
$9K ﹤0.01%
1,618
-362
2835
$9K ﹤0.01%
740
+133
2836
$9K ﹤0.01%
9,524
+2,061
2837
$9K ﹤0.01%
1,026
-221
2838
$9K ﹤0.01%
1,344
-226
2839
$9K ﹤0.01%
521
-95
2840
$8K ﹤0.01%
1,292
+8
2841
$8K ﹤0.01%
1,948
-119
2842
$8K ﹤0.01%
1,876
-278
2843
$8K ﹤0.01%
1,320
-296
2844
$8K ﹤0.01%
789
+31
2845
$8K ﹤0.01%
3,915
-882
2846
$8K ﹤0.01%
2,163
-395
2847
$8K ﹤0.01%
627
-242
2848
$8K ﹤0.01%
3,552
-592
2849
$8K ﹤0.01%
56
+6
2850
$8K ﹤0.01%
928
-180
112 113
114
115 116