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
751
$2.71M 0.02%
87,579
-5,634
752
$2.71M 0.02%
202,069
-59,921
753
$2.71M 0.02%
49,897
-15,291
754
$2.7M 0.02%
13,045
-6,858
755
$2.69M 0.02%
68,415
-21,540
756
$2.68M 0.02%
26,399
-15,270
757
$2.68M 0.02%
185,566
-11,684
758
$2.67M 0.02%
28,865
-9,457
759
$2.67M 0.02%
144,092
-8,186
760
$2.67M 0.02%
41,468
-76
761
$2.66M 0.02%
13,115
-754
762
$2.65M 0.02%
69,132
-4,315
763
$2.64M 0.02%
31,354
-10,402
764
$2.64M 0.02%
54,292
-3,482
765
$2.63M 0.02%
40,374
+30,356
766
$2.61M 0.02%
76,213
-19,651
767
$2.6M 0.02%
41,213
-2,618
768
$2.6M 0.02%
119,634
-8,196
769
$2.6M 0.02%
255,684
-118
770
$2.59M 0.02%
20,397
-11,533
771
$2.58M 0.02%
75,208
-41,026
772
$2.57M 0.02%
31,392
-3,057
773
$2.57M 0.02%
22,161
-3,582
774
$2.56M 0.02%
3,643
-552
775
$2.55M 0.02%
71,604
-11,426
29 30
31
32 33