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
626
$3.47M 0.03%
54,176
-15,126
627
$3.47M 0.03%
16,577
-184
628
$3.46M 0.03%
64,730
+99
629
$3.45M 0.03%
90,230
-4,939
630
$3.44M 0.03%
25,085
+1,129
631
$3.44M 0.03%
32,236
-1,314
632
$3.44M 0.03%
28,300
-1,612
633
$3.43M 0.03%
79,473
-46,013
634
$3.41M 0.03%
82,244
+522
635
$3.41M 0.03%
47,838
+37,979
636
$3.41M 0.03%
34,171
+9,354
637
$3.39M 0.03%
412,508
-21,377
638
$3.38M 0.03%
93,767
-31,608
639
$3.36M 0.03%
106,213
-5,448
640
$3.36M 0.03%
64,117
-107
641
$3.36M 0.03%
17,248
-5,577
642
$3.35M 0.03%
36,428
-18,053
643
$3.35M 0.03%
81,528
-60
644
$3.35M 0.03%
115,107
-58,628
645
$3.33M 0.03%
312,260
-13,280
646
$3.33M 0.03%
51,743
+3,235
647
$3.32M 0.03%
36,970
-10,906
648
$3.32M 0.03%
92,568
-11,050
649
$3.31M 0.03%
56,432
-3,108
650
$3.31M 0.03%
192,577
-14,914
24 25
26
27 28