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
501
$4.43M 0.04%
93,256
-25,008
502
$4.43M 0.04%
28,094
+1,338
503
$4.43M 0.04%
13,926
+124
504
$4.42M 0.04%
161,271
-27,799
505
$4.4M 0.04%
74,090
-19,930
506
$4.4M 0.04%
16,445
-4,793
507
$4.39M 0.04%
112,841
-14,398
508
$4.38M 0.04%
76,370
-5,304
509
$4.38M 0.04%
39,595
-10,490
510
$4.37M 0.04%
25,373
-7,203
511
$4.37M 0.04%
73,609
-15,546
512
$4.36M 0.04%
14,516
-741
513
$4.32M 0.04%
30,565
-10,165
514
$4.31M 0.04%
63,511
-3,373
515
$4.3M 0.04%
18,785
-5,362
516
$4.29M 0.04%
32,196
-351
517
$4.27M 0.04%
19,212
-837
518
$4.27M 0.04%
57,553
-3,185
519
$4.26M 0.04%
367,324
-99,499
520
$4.25M 0.04%
72,011
-20,081
521
$4.25M 0.04%
30,636
-5,562
522
$4.22M 0.04%
155,478
-28,151
523
$4.21M 0.04%
73,211
-6,771
524
$4.21M 0.04%
174,654
+1,118
525
$4.19M 0.04%
19,884
-132
19 20
21
22 23