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
551
$3.94M 0.03%
70,820
-19,632
552
$3.94M 0.03%
80,990
-4,018
553
$3.92M 0.03%
111,876
-31,542
554
$3.9M 0.03%
162,603
-4,665
555
$3.89M 0.03%
43,616
-13,831
556
$3.89M 0.03%
46,144
+31,426
557
$3.87M 0.03%
41,008
-11,025
558
$3.86M 0.03%
26,318
-7,237
559
$3.85M 0.03%
39,556
-622
560
$3.84M 0.03%
55,955
+15,675
561
$3.83M 0.03%
34,187
-4,340
562
$3.83M 0.03%
62,178
-10,167
563
$3.82M 0.03%
95,935
-5,341
564
$3.82M 0.03%
+40,932
565
$3.81M 0.03%
125,477
-17,863
566
$3.81M 0.03%
761,931
-125,477
567
$3.81M 0.03%
52,684
+3,011
568
$3.8M 0.03%
46,010
-2,483
569
$3.8M 0.03%
23,868
-1,309
570
$3.79M 0.03%
34,072
-31
571
$3.79M 0.03%
33,866
-2,675
572
$3.79M 0.03%
46,420
-12,593
573
$3.79M 0.03%
193,798
-15,714
574
$3.78M 0.03%
87,346
+168
575
$3.78M 0.03%
59,151
-382
21 22
23
24 25