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
976
$1.46M 0.01%
69,272
+1,424
977
$1.46M 0.01%
41,498
-2,446
978
$1.46M 0.01%
30,701
-2,289
979
$1.45M 0.01%
6,261
-23
980
$1.45M 0.01%
16,302
-1,099
981
$1.45M 0.01%
136,351
-8,495
982
$1.44M 0.01%
7,768
-577
983
$1.44M 0.01%
2,413
-158
984
$1.44M 0.01%
48,030
-17,007
985
$1.44M 0.01%
13,820
-910
986
$1.43M 0.01%
33,466
-2,216
987
$1.43M 0.01%
142,748
-37,202
988
$1.43M 0.01%
72,049
-4,073
989
$1.43M 0.01%
28,400
-11,103
990
$1.43M 0.01%
39,558
+2,251
991
$1.42M 0.01%
27,271
-6,575
992
$1.41M 0.01%
8,644
-546
993
$1.41M 0.01%
56,666
-4,332
994
$1.41M 0.01%
93,692
-3,397
995
$1.4M 0.01%
6,199
-456
996
$1.4M 0.01%
8,531
-841
997
$1.38M 0.01%
23,722
-1,684
998
$1.38M 0.01%
26,091
-2,328
999
$1.37M 0.01%
33,714
-15,630
1000
$1.35M 0.01%
44,773
+28,615
38 39
40
41 42