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
801
$2.4M 0.02%
74,230
-14,178
802
$2.4M 0.02%
54,050
+39,906
803
$2.4M 0.02%
43,929
-11,850
804
$2.39M 0.02%
141,287
-8,959
805
$2.39M 0.02%
16,350
-1,089
806
$2.37M 0.02%
23,948
-2,050
807
$2.36M 0.02%
40,698
-7,455
808
$2.35M 0.02%
57,109
-3,514
809
$2.35M 0.02%
24,444
-14,427
810
$2.35M 0.02%
30,047
-1,792
811
$2.33M 0.02%
36,224
-2,331
812
$2.33M 0.02%
24,452
-1,501
813
$2.33M 0.02%
51,740
+1,214
814
$2.32M 0.02%
33,096
-2,094
815
$2.32M 0.02%
14,037
-1,868
816
$2.31M 0.02%
48,188
-3,138
817
$2.31M 0.02%
58,567
-3,846
818
$2.31M 0.02%
5,383
+121
819
$2.29M 0.02%
58,549
-15,539
820
$2.28M 0.02%
56,861
-3,318
821
$2.28M 0.02%
6,933
-250
822
$2.27M 0.02%
141,763
-9,126
823
$2.27M 0.02%
33,832
-4,116
824
$2.26M 0.02%
26,037
-1,673
825
$2.25M 0.02%
30,898
+494
31 32
33
34 35