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
2901
$5K ﹤0.01%
305
+9
2902
$5K ﹤0.01%
332
-75
2903
$5K ﹤0.01%
1,108
+13
2904
$5K ﹤0.01%
8,981
2905
$5K ﹤0.01%
12,131
-20,819
2906
$4K ﹤0.01%
312
-87
2907
$4K ﹤0.01%
1,274
-1,348
2908
$4K ﹤0.01%
10
-1
2909
$4K ﹤0.01%
910
+465
2910
$4K ﹤0.01%
302
-11
2911
$4K ﹤0.01%
810
-172
2912
$4K ﹤0.01%
231
-48
2913
$4K ﹤0.01%
248
-56
2914
$4K ﹤0.01%
1,052
+55
2915
$4K ﹤0.01%
250
-56
2916
$4K ﹤0.01%
3,603
-636
2917
$4K ﹤0.01%
3,282
-839
2918
$4K ﹤0.01%
10,861
+456
2919
$4K ﹤0.01%
714
+15
2920
$3K ﹤0.01%
3,134
-713
2921
$3K ﹤0.01%
590
+101
2922
$3K ﹤0.01%
171
-37
2923
$3K ﹤0.01%
142
-25
2924
$3K ﹤0.01%
382
-46
2925
$3K ﹤0.01%
5,104
+241
115 116
117
118 119