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
326
$6.39M 0.05%
68,035
+1,263
327
$6.38M 0.05%
184,466
-2,006
328
$6.36M 0.05%
63,657
-3,124
329
$6.3M 0.05%
127,128
-6,150
330
$6.29M 0.05%
43,022
-2,640
331
$6.27M 0.05%
141,252
-24,975
332
$6.26M 0.05%
55,406
-25,733
333
$6.25M 0.05%
241,969
+151,301
334
$6.24M 0.05%
31,144
-6,536
335
$6.24M 0.05%
12,462
+186
336
$6.21M 0.05%
109,847
-30,217
337
$6.2M 0.05%
120,661
-1,450
338
$6.2M 0.05%
324,406
-78,918
339
$6.15M 0.05%
64,234
-18,555
340
$6.14M 0.05%
84,307
-373
341
$6.14M 0.05%
14,788
-13
342
$6.13M 0.05%
105,337
-1,335
343
$6.09M 0.05%
46,982
-2,128
344
$6.08M 0.05%
45,816
-12,850
345
$6.04M 0.05%
30,398
-1,305
346
$6.02M 0.05%
35,831
-272
347
$6.02M 0.05%
172,429
-478
348
$6.02M 0.05%
35,072
-219
349
$5.99M 0.05%
79,302
-25,990
350
$5.98M 0.05%
65,025
-723
12 13
14
15 16