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
476
$4.6M 0.04%
173,764
-26,152
477
$4.59M 0.04%
45,139
-10,783
478
$4.59M 0.04%
112,199
-15,227
479
$4.58M 0.04%
42,615
-275
480
$4.58M 0.04%
235,911
-27,208
481
$4.56M 0.04%
86,211
-10,377
482
$4.56M 0.04%
43,310
-4,743
483
$4.55M 0.04%
30,199
+1,380
484
$4.54M 0.04%
815
-177
485
$4.54M 0.04%
16,936
-2,189
486
$4.54M 0.04%
82,336
-824
487
$4.54M 0.04%
77,813
-41,314
488
$4.5M 0.04%
61,717
-14,413
489
$4.5M 0.04%
93,032
-26,017
490
$4.5M 0.04%
62,277
-7,866
491
$4.49M 0.04%
74,738
-21,007
492
$4.48M 0.04%
25,929
-7,324
493
$4.48M 0.04%
60,221
-16,273
494
$4.47M 0.04%
241,127
-40,643
495
$4.47M 0.04%
393,101
+3,094
496
$4.46M 0.04%
102,792
-631
497
$4.44M 0.04%
28,238
-5,088
498
$4.44M 0.04%
127,125
-29,212
499
$4.44M 0.04%
29,382
-293
500
$4.43M 0.04%
206,056
-24,973
18 19
20
21 22