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
676
$3.11M 0.03%
139,415
-42,150
677
$3.11M 0.03%
47,321
+519
678
$3.1M 0.03%
113,539
-29,865
679
$3.09M 0.03%
57,584
-15,945
680
$3.09M 0.03%
54,525
-1,904
681
$3.08M 0.03%
23,709
-1,326
682
$3.08M 0.03%
18,294
-998
683
$3.08M 0.03%
99,842
-26,350
684
$3.07M 0.03%
50,395
+1,024
685
$3.07M 0.03%
12,107
+12
686
$3.06M 0.03%
107,614
-39,025
687
$3.06M 0.03%
142,847
+106,956
688
$3.06M 0.03%
34,295
-9,393
689
$3.05M 0.03%
89,772
-5,975
690
$3.05M 0.03%
89,774
-22,050
691
$3.04M 0.03%
41,666
-11,230
692
$3.03M 0.03%
138,070
-898
693
$3.03M 0.03%
57,645
-36
694
$3.03M 0.03%
205,161
-44,765
695
$3.01M 0.03%
78,432
+757
696
$3.01M 0.03%
249,613
-13,316
697
$3.01M 0.03%
312,582
-80,747
698
$2.98M 0.03%
84,656
-5,458
699
$2.98M 0.03%
237,876
-36,659
700
$2.98M 0.03%
54,120
-8,748
26 27
28
29 30