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
526
$4.19M 0.04%
13,775
+128
527
$4.19M 0.04%
65,231
-17,671
528
$4.17M 0.04%
37,143
+1,228
529
$4.17M 0.04%
23,781
+1,285
530
$4.15M 0.04%
37,941
-10,352
531
$4.15M 0.04%
57,207
+2,074
532
$4.14M 0.04%
50,499
-14,342
533
$4.13M 0.04%
368,824
-4,026
534
$4.13M 0.04%
117,187
-15,445
535
$4.1M 0.04%
22,460
-4,827
536
$4.09M 0.03%
67,048
-11,175
537
$4.09M 0.03%
156,686
-53,499
538
$4.08M 0.03%
33,436
+332
539
$4.08M 0.03%
52,131
-21,023
540
$4.08M 0.03%
11,498
+312
541
$4.06M 0.03%
176,416
-10,162
542
$4.06M 0.03%
88,513
-2,000
543
$4.05M 0.03%
86,119
-29,187
544
$4.04M 0.03%
80,098
-19,868
545
$4.04M 0.03%
127,350
-48,407
546
$4.04M 0.03%
37,616
-10,788
547
$3.98M 0.03%
40,848
-6,460
548
$3.95M 0.03%
57,905
-3,180
549
$3.95M 0.03%
40,690
-329
550
$3.95M 0.03%
39,102
-381
20 21
22
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