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
2851
$8K ﹤0.01%
1,642
-269
2852
$8K ﹤0.01%
6,469
-628
2853
$8K ﹤0.01%
1,075
-148
2854
$8K ﹤0.01%
5,629
-339
2855
$7K ﹤0.01%
181
-37
2856
$7K ﹤0.01%
1,463
-260
2857
$7K ﹤0.01%
2,969
-628
2858
$7K ﹤0.01%
1,715
-10
2859
$7K ﹤0.01%
429
-101
2860
$7K ﹤0.01%
2,093
-467
2861
$7K ﹤0.01%
178
-14
2862
$7K ﹤0.01%
3,229
-535
2863
$7K ﹤0.01%
1,079
-232
2864
$7K ﹤0.01%
2,568
-382
2865
$7K ﹤0.01%
1,034
-181
2866
$7K ﹤0.01%
194
-41
2867
$7K ﹤0.01%
1,851
-489
2868
$7K ﹤0.01%
390
+7
2869
$7K ﹤0.01%
237
-20
2870
$7K ﹤0.01%
13,479
+4,166
2871
$7K ﹤0.01%
3,951
-976
2872
$7K ﹤0.01%
1,730
-363
2873
$6K ﹤0.01%
580
-121
2874
$6K ﹤0.01%
998
-25
2875
$6K ﹤0.01%
996
-153
113 114
115
116 117