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
901
$1.81M 0.02%
18,912
+357
902
$1.81M 0.02%
28,464
+611
903
$1.81M 0.02%
41,638
-9,762
904
$1.8M 0.02%
213,363
+5,616
905
$1.8M 0.02%
18,530
+91
906
$1.8M 0.02%
76,542
-28,051
907
$1.8M 0.02%
74,953
-10,227
908
$1.79M 0.02%
38,165
-5,190
909
$1.78M 0.02%
7,656
+98
910
$1.78M 0.02%
18,922
-1,283
911
$1.78M 0.02%
33,233
-9,547
912
$1.77M 0.02%
64,784
+2,287
913
$1.75M 0.01%
29,856
-1,535
914
$1.74M 0.01%
113,297
+44,768
915
$1.74M 0.01%
108,608
-13,372
916
$1.74M 0.01%
48,190
-40,141
917
$1.74M 0.01%
80,043
-4,736
918
$1.74M 0.01%
12,314
+48
919
$1.73M 0.01%
38,004
-2,393
920
$1.73M 0.01%
61,155
-12,003
921
$1.71M 0.01%
95,053
-6,035
922
$1.71M 0.01%
23,869
-1,387
923
$1.7M 0.01%
16,977
-9,087
924
$1.7M 0.01%
71,608
-4,608
925
$1.69M 0.01%
29,778
-1,740
35 36
37
38 39