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
426
$4.97M 0.04%
32,037
-1,519
427
$4.97M 0.04%
115,701
-19,030
428
$4.95M 0.04%
34,705
-9,534
429
$4.92M 0.04%
57,017
-3,265
430
$4.91M 0.04%
48,572
-52
431
$4.9M 0.04%
14,322
-770
432
$4.89M 0.04%
29,585
-1,624
433
$4.89M 0.04%
27,275
-5,810
434
$4.88M 0.04%
41,381
-14,369
435
$4.88M 0.04%
25,494
-302
436
$4.87M 0.04%
13,371
+820
437
$4.85M 0.04%
23,311
-3,991
438
$4.84M 0.04%
43,979
-6,414
439
$4.84M 0.04%
44,793
-2,597
440
$4.83M 0.04%
23,406
+255
441
$4.83M 0.04%
90,837
-5,219
442
$4.83M 0.04%
13,496
-6,286
443
$4.83M 0.04%
17,760
-972
444
$4.83M 0.04%
193,238
-54,059
445
$4.82M 0.04%
67,477
-19,023
446
$4.81M 0.04%
21,027
-1,003
447
$4.78M 0.04%
16,117
-4,276
448
$4.77M 0.04%
32,772
-9,261
449
$4.75M 0.04%
50,920
-9,768
450
$4.75M 0.04%
90,695
-4,992
16 17
18
19 20