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
701
$2.97M 0.03%
70,728
-4,330
702
$2.96M 0.03%
51,012
-16,397
703
$2.96M 0.03%
146,767
-8,094
704
$2.95M 0.03%
18,783
-1,095
705
$2.94M 0.03%
263,511
-80,142
706
$2.94M 0.03%
26,413
-1,721
707
$2.94M 0.03%
72,870
-19,523
708
$2.93M 0.03%
15,960
+352
709
$2.93M 0.02%
34,523
+614
710
$2.93M 0.02%
94,650
-5,385
711
$2.92M 0.02%
42,243
-14,575
712
$2.92M 0.02%
58,758
-446
713
$2.92M 0.02%
26,767
-7,249
714
$2.91M 0.02%
52,714
-17,545
715
$2.91M 0.02%
31,903
-3,350
716
$2.91M 0.02%
91,292
-24,895
717
$2.91M 0.02%
36,524
-10,080
718
$2.91M 0.02%
36,688
-12,658
719
$2.9M 0.02%
138,649
-8,676
720
$2.9M 0.02%
23,864
-1,445
721
$2.89M 0.02%
52,377
-9,401
722
$2.89M 0.02%
75,197
-18,406
723
$2.89M 0.02%
29,813
-7,954
724
$2.88M 0.02%
37,605
-2,034
725
$2.87M 0.02%
34,797
-9,956
27 28
29
30 31