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
376
$5.51M 0.05%
36,236
-581
377
$5.49M 0.05%
124,388
-5,575
378
$5.49M 0.05%
35,594
+1,110
379
$5.49M 0.05%
37,442
-5,257
380
$5.47M 0.05%
13,991
-561
381
$5.43M 0.05%
98,570
-25,755
382
$5.42M 0.05%
90,243
-704
383
$5.41M 0.05%
194,666
+3,086
384
$5.39M 0.05%
43,352
+947
385
$5.39M 0.05%
27,360
-5,435
386
$5.39M 0.05%
12,051
+41
387
$5.39M 0.05%
101,825
-7,298
388
$5.38M 0.05%
96,863
-14,094
389
$5.35M 0.05%
66,258
-10,775
390
$5.34M 0.05%
64,222
-696
391
$5.34M 0.05%
101,698
-19,037
392
$5.33M 0.05%
334,479
-193,863
393
$5.32M 0.05%
17,182
+822
394
$5.32M 0.05%
44,458
-1,014
395
$5.31M 0.05%
90,389
-22,545
396
$5.31M 0.05%
130,854
-1,243
397
$5.3M 0.05%
44,857
-6,218
398
$5.25M 0.04%
41,814
+1,949
399
$5.25M 0.04%
254,320
-60,840
400
$5.25M 0.04%
43,970
-72
14 15
16
17 18