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
351
$5.94M 0.05%
75,327
-3,792
352
$5.91M 0.05%
43,743
-11,305
353
$5.91M 0.05%
18,536
+10,795
354
$5.88M 0.05%
96,720
-25,990
355
$5.88M 0.05%
195,178
+3,602
356
$5.87M 0.05%
27,136
-5,506
357
$5.83M 0.05%
10,833
-124
358
$5.82M 0.05%
67,365
+845
359
$5.8M 0.05%
31,559
-1,700
360
$5.78M 0.05%
47,566
-9,200
361
$5.76M 0.05%
107,018
+1,412
362
$5.74M 0.05%
16,170
+48
363
$5.72M 0.05%
82,048
-15,105
364
$5.71M 0.05%
64,542
+383
365
$5.68M 0.05%
40,034
-8,319
366
$5.68M 0.05%
34,836
+246
367
$5.67M 0.05%
141,452
+771
368
$5.67M 0.05%
51,718
+1,799
369
$5.66M 0.05%
86,675
-11,997
370
$5.66M 0.05%
40,558
-11,311
371
$5.65M 0.05%
122,145
-21,016
372
$5.64M 0.05%
22,455
-3,973
373
$5.64M 0.05%
191,965
-5,370
374
$5.63M 0.05%
53,886
-2,777
375
$5.54M 0.05%
85,222
-4,739
13 14
15
16 17