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
26
$62.1M 0.53%
1,523,290
+48,813
27
$59.2M 0.5%
102,675
-593
28
$59.1M 0.5%
1,201,950
+94,260
29
$57.8M 0.49%
1,104,818
+33,357
30
$57.1M 0.49%
204,060
+9,603
31
$52.1M 0.44%
1,820,601
-14,086
32
$51.7M 0.44%
258,766
-1,848
33
$50.1M 0.43%
175,342
+3,440
34
$48.9M 0.42%
137,536
+6,372
35
$48.7M 0.42%
261,858
+17,714
36
$48.3M 0.41%
125,247
-1,262
37
$47.5M 0.41%
474,792
-4,163
38
$46.8M 0.4%
462,636
+7,328
39
$43.1M 0.37%
192,683
+326
40
$42.6M 0.36%
1,094,470
-6,111
41
$42.4M 0.36%
432,757
-2,026
42
$42.1M 0.36%
433,356
+29,205
43
$41.7M 0.36%
1,100,360
-30,167
44
$41.5M 0.35%
338,046
-2,025
45
$41.3M 0.35%
595,513
+37,264
46
$40.5M 0.35%
1,171,670
-7,530
47
$40.1M 0.34%
520,045
+2,024
48
$39.9M 0.34%
205,673
+6,723
49
$38.9M 0.33%
305,138
-47
50
$38.6M 0.33%
415,271
+807
1
2
3 4 5