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
1001
$1.34M 0.01%
47,819
-620
1002
$1.34M 0.01%
19,028
-1,355
1003
$1.34M 0.01%
15,565
+247
1004
$1.34M 0.01%
55,639
+31,166
1005
$1.34M 0.01%
24,750
-24,903
1006
$1.33M 0.01%
22,899
+499
1007
$1.33M 0.01%
81,880
-20,211
1008
$1.33M 0.01%
31,288
-2,377
1009
$1.33M 0.01%
21,367
+424
1010
$1.32M 0.01%
12,274
-812
1011
$1.32M 0.01%
21,103
-1,488
1012
$1.32M 0.01%
18,253
+12,299
1013
$1.31M 0.01%
9,649
+860
1014
$1.3M 0.01%
72,835
+108
1015
$1.3M 0.01%
21,653
-2,136
1016
$1.3M 0.01%
23,049
+600
1017
$1.3M 0.01%
16,018
-2,508
1018
$1.29M 0.01%
20,492
-1,551
1019
$1.28M 0.01%
8,303
-7,638
1020
$1.28M 0.01%
26,822
-2,794
1021
$1.28M 0.01%
11,640
-715
1022
$1.27M 0.01%
19,395
-1,433
1023
$1.27M 0.01%
16,371
-1,978
1024
$1.27M 0.01%
16,348
-364
1025
$1.27M 0.01%
13,525
-7,195
39 40
41
42 43