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
851
$2.06M 0.02%
32,236
-1,748
852
$2.04M 0.02%
67,026
-37,917
853
$2.03M 0.02%
75,196
-4,101
854
$2.03M 0.02%
38,954
-6,508
855
$2.03M 0.02%
30,651
856
$2.02M 0.02%
37,729
-2,188
857
$2.02M 0.02%
27,328
-15
858
$2.01M 0.02%
9,575
-726
859
$2.01M 0.02%
32,578
+784
860
$2M 0.02%
28,702
-7,230
861
$2M 0.02%
58,618
-15,383
862
$2M 0.02%
15,019
-1,053
863
$2M 0.02%
50,387
-3,360
864
$2M 0.02%
16,842
-1,105
865
$2M 0.02%
29,427
-4,376
866
$2M 0.02%
22,706
-1,561
867
$1.99M 0.02%
86,716
+75
868
$1.99M 0.02%
38,859
-2,260
869
$1.98M 0.02%
73,590
-21,640
870
$1.98M 0.02%
13,868
-1,015
871
$1.98M 0.02%
32,121
-1,844
872
$1.98M 0.02%
54,332
-3,482
873
$1.97M 0.02%
178,926
-10,902
874
$1.96M 0.02%
51,451
-6,462
875
$1.96M 0.02%
23,685
-2,351
33 34
35
36 37