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
451
$4.75M 0.04%
152,084
-1,233
452
$4.74M 0.04%
42,248
-5,031
453
$4.73M 0.04%
160,699
-1,679
454
$4.72M 0.04%
85,062
-29,098
455
$4.72M 0.04%
26,774
-4,557
456
$4.72M 0.04%
75,059
+1,381
457
$4.72M 0.04%
14,770
-1,957
458
$4.71M 0.04%
20,396
+651
459
$4.71M 0.04%
119,514
-7,155
460
$4.71M 0.04%
126,413
-53,854
461
$4.69M 0.04%
50,303
-11,272
462
$4.69M 0.04%
31,995
+580
463
$4.68M 0.04%
34,881
-1,665
464
$4.68M 0.04%
154,434
+81,706
465
$4.67M 0.04%
53,042
-510
466
$4.67M 0.04%
75,998
+1,259
467
$4.65M 0.04%
15,566
+183
468
$4.65M 0.04%
65,842
-24,814
469
$4.65M 0.04%
174,383
-1,836
470
$4.64M 0.04%
123,466
-33,670
471
$4.63M 0.04%
251,733
-48,567
472
$4.62M 0.04%
200,215
-10,924
473
$4.62M 0.04%
18,691
-2,988
474
$4.61M 0.04%
164,487
-15,491
475
$4.61M 0.04%
116,700
-32,859
17 18
19
20 21