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
401
$5.24M 0.04%
24,158
-1,274
402
$5.21M 0.04%
84,091
-4,621
403
$5.21M 0.04%
41,185
-2,254
404
$5.2M 0.04%
32,878
-108
405
$5.2M 0.04%
24,600
+92
406
$5.2M 0.04%
140,636
+68,806
407
$5.19M 0.04%
131,287
-39,317
408
$5.19M 0.04%
31,916
-1,805
409
$5.18M 0.04%
137,643
-7,775
410
$5.18M 0.04%
121,752
-24,997
411
$5.14M 0.04%
54,459
-17,613
412
$5.1M 0.04%
40,821
-14,594
413
$5.08M 0.04%
32,724
-205
414
$5.07M 0.04%
28,327
-6,090
415
$5.07M 0.04%
119,599
-10,887
416
$5.06M 0.04%
261,580
-15,134
417
$5.04M 0.04%
205,320
-2,307
418
$5.04M 0.04%
92,170
+2,437
419
$5.01M 0.04%
39,072
-1,997
420
$5.01M 0.04%
144,129
-39,180
421
$5M 0.04%
87,101
-796
422
$5M 0.04%
269,998
-15,238
423
$5M 0.04%
25,320
-2,735
424
$4.99M 0.04%
153,391
+625
425
$4.98M 0.04%
47,534
+299
15 16
17
18 19