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
51
$37.9M 0.32%
387,501
+3,738
52
$37.9M 0.32%
156,966
+12,314
53
$36.9M 0.31%
986,064
-4,559
54
$36.5M 0.31%
1,894,142
+34,473
55
$34.9M 0.3%
1,066,909
-4,139
56
$34.6M 0.3%
181,055
+3,625
57
$34.3M 0.29%
170,234
+2,890
58
$34M 0.29%
76,343
-82
59
$33.9M 0.29%
71,690
+8,136
60
$33.7M 0.29%
168,453
+61
61
$33.1M 0.28%
144,659
+3,614
62
$32.8M 0.28%
330,822
+5,089
63
$32.8M 0.28%
315,169
+10,255
64
$32M 0.27%
243,747
+1,594
65
$31.2M 0.27%
75,658
+767
66
$31.2M 0.27%
146,733
+231
67
$30.2M 0.26%
87,636
+757
68
$29.9M 0.26%
239,962
-1,731
69
$29.8M 0.25%
64,705
+1,139
70
$29M 0.25%
330,723
-5,091
71
$28.9M 0.25%
129,859
+16,164
72
$28.7M 0.25%
346,352
+18,906
73
$28.6M 0.24%
232,465
-3,586
74
$28.6M 0.24%
87,289
-671
75
$28.4M 0.24%
10,710
+82
1 2
3
4 5