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
301
$6.99M 0.06%
54,083
-588
302
$6.91M 0.06%
69,899
-1,291
303
$6.89M 0.06%
97,592
-1,016
304
$6.89M 0.06%
67,689
-17,010
305
$6.86M 0.06%
216,283
+3,298
306
$6.84M 0.06%
30,954
+57
307
$6.8M 0.06%
160,713
+4,878
308
$6.79M 0.06%
100,110
-21,229
309
$6.79M 0.06%
20,327
+227
310
$6.79M 0.06%
420,039
-77,603
311
$6.77M 0.06%
9,633
-9,626
312
$6.68M 0.06%
39,952
+3,130
313
$6.6M 0.06%
84,030
-1,075
314
$6.58M 0.06%
109,088
-28,461
315
$6.57M 0.06%
50,087
-1,056
316
$6.54M 0.06%
57,936
-215
317
$6.53M 0.06%
367,388
-39,411
318
$6.53M 0.06%
111,761
-5,705
319
$6.51M 0.06%
48,165
+1,150
320
$6.48M 0.06%
31,948
-226
321
$6.47M 0.06%
353,252
-98,484
322
$6.45M 0.06%
34,950
-1,827
323
$6.43M 0.05%
45,676
-2,886
324
$6.41M 0.05%
38,087
-1,956
325
$6.39M 0.05%
49,744
-2,438
11 12
13
14 15