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
926
$1.69M 0.01%
17,225
-1,137
927
$1.68M 0.01%
146,286
-8,924
928
$1.68M 0.01%
64,429
-4,004
929
$1.67M 0.01%
72,164
-17,803
930
$1.67M 0.01%
39,815
-21,237
931
$1.67M 0.01%
24,392
-1,443
932
$1.66M 0.01%
24,332
-2,215
933
$1.66M 0.01%
20,457
-10,052
934
$1.66M 0.01%
30,940
-1,380
935
$1.65M 0.01%
33,969
-5,692
936
$1.65M 0.01%
19,911
-1,276
937
$1.64M 0.01%
21,601
+190
938
$1.64M 0.01%
13,444
-899
939
$1.64M 0.01%
22,240
-4,859
940
$1.63M 0.01%
4,474
-1,138
941
$1.62M 0.01%
50,415
-2,729
942
$1.62M 0.01%
222,301
-60,281
943
$1.61M 0.01%
72,502
-4,679
944
$1.6M 0.01%
14,634
-907
945
$1.59M 0.01%
21,261
-1,246
946
$1.59M 0.01%
27,602
-1,820
947
$1.59M 0.01%
275,365
-15,790
948
$1.59M 0.01%
70,016
-4,806
949
$1.58M 0.01%
56,297
-3,400
950
$1.58M 0.01%
45,866
-3,885
36 37
38
39 40