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
601
$3.62M 0.03%
129,589
-29,387
602
$3.61M 0.03%
133,210
-7,973
603
$3.6M 0.03%
131,419
-25,574
604
$3.58M 0.03%
75,193
-4,239
605
$3.57M 0.03%
53,782
-2,798
606
$3.57M 0.03%
156,896
-45,784
607
$3.57M 0.03%
28,488
-1,352
608
$3.57M 0.03%
110,195
-6,185
609
$3.57M 0.03%
59,400
-3,881
610
$3.56M 0.03%
29,333
-7,958
611
$3.56M 0.03%
93,576
-20,902
612
$3.56M 0.03%
112,017
+2,633
613
$3.56M 0.03%
56,296
+3,497
614
$3.55M 0.03%
26,318
-1,620
615
$3.55M 0.03%
37,132
+15,744
616
$3.54M 0.03%
34,465
-6,212
617
$3.53M 0.03%
33,637
-2,683
618
$3.53M 0.03%
57,704
-757
619
$3.51M 0.03%
95,015
-5,882
620
$3.51M 0.03%
47,937
-3,349
621
$3.49M 0.03%
17,244
-1,390
622
$3.49M 0.03%
39,364
-8,979
623
$3.48M 0.03%
91,754
-25,209
624
$3.48M 0.03%
26,061
-1,369
625
$3.48M 0.03%
13,481
-1,272
23 24
25
26 27