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
576
$3.77M 0.03%
118,084
-9,566
577
$3.76M 0.03%
34,745
-5,057
578
$3.76M 0.03%
21,475
-2,163
579
$3.76M 0.03%
66,189
-20,686
580
$3.75M 0.03%
54,589
+585
581
$3.75M 0.03%
45,030
-5,958
582
$3.74M 0.03%
57,343
-32
583
$3.74M 0.03%
211,634
+155,345
584
$3.73M 0.03%
18,503
-964
585
$3.73M 0.03%
225,933
-19,527
586
$3.71M 0.03%
94,201
-25,442
587
$3.7M 0.03%
64,133
-10,568
588
$3.7M 0.03%
68,349
-18,364
589
$3.69M 0.03%
103,115
-14,477
590
$3.69M 0.03%
82,996
-23,126
591
$3.68M 0.03%
25,867
-7,239
592
$3.68M 0.03%
20,023
-1,131
593
$3.67M 0.03%
101,905
-41,652
594
$3.67M 0.03%
84,961
-47,767
595
$3.67M 0.03%
27,237
+20,949
596
$3.67M 0.03%
82,848
-1,050
597
$3.67M 0.03%
74,959
-4,857
598
$3.65M 0.03%
44,726
-11,886
599
$3.65M 0.03%
106,166
-20,171
600
$3.64M 0.03%
38,149
-2,362
22 23
24
25 26