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 25.08%
2 Healthcare 13.77%
3 Financials 12.54%
4 Consumer Discretionary 11.05%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$3K ﹤0.01%
379
+8
2927
$3K ﹤0.01%
1,595
-160
2928
$3K ﹤0.01%
10,851
-778
2929
$3K ﹤0.01%
502
+12
2930
$2K ﹤0.01%
378
2931
$2K ﹤0.01%
678
-146
2932
$2K ﹤0.01%
1,163
-256
2933
$2K ﹤0.01%
143
2934
$2K ﹤0.01%
431
+117
2935
$2K ﹤0.01%
224
+3
2936
$2K ﹤0.01%
822
-184
2937
$2K ﹤0.01%
6,295
+117
2938
$2K ﹤0.01%
12,376
-2,695
2939
$2K ﹤0.01%
8,261
-1,344
2940
$2K ﹤0.01%
155
-35
2941
$1K ﹤0.01%
93
-20
2942
$1K ﹤0.01%
197
-31
2943
$1K ﹤0.01%
6,191
+62
2944
– –
-4,934
2945
$0 ﹤0.01%
24
+13
2946
– –
-4,810
2947
$0 ﹤0.01%
+3,674
2948
– –
-15,476
2949
– –
-3,111
2950
– –
-23,559
116 117
118
119 120