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
76
$28.1M 0.24%
348,721
+12
77
$27.3M 0.23%
138,452
+3,127
78
$27.1M 0.23%
346,382
+29,021
79
$26.9M 0.23%
352,964
-105,372
80
$26.4M 0.23%
92,595
+719
81
$26M 0.22%
38,810
-271
82
$25.8M 0.22%
156,638
-198
83
$25.7M 0.22%
55,390
+238
84
$25.7M 0.22%
125,944
+103
85
$25.6M 0.22%
81,097
+11,188
86
$25.5M 0.22%
343,600
+15
87
$25.5M 0.22%
365,964
+6,331
88
$25.2M 0.22%
30,698
+2,867
89
$24.7M 0.21%
96,755
+719
90
$24.2M 0.21%
145,508
+10,689
91
$23.8M 0.2%
166,157
+6,657
92
$23.3M 0.2%
497,393
-6,613
93
$23M 0.2%
158,534
+1,760
94
$22.8M 0.19%
299,854
-3,045
95
$21.6M 0.18%
485,052
+17,137
96
$21.6M 0.18%
111,081
+1,565
97
$21.3M 0.18%
127,828
-185
98
$21.2M 0.18%
405,051
-3,140
99
$20.7M 0.18%
80,888
+853
100
$20.6M 0.18%
124,415
+1,034
2 3
4
5 6