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
1026
$1.26M 0.01%
28,098
-2,087
1027
$1.26M 0.01%
61,118
-21,075
1028
$1.26M 0.01%
24,300
-1,763
1029
$1.25M 0.01%
31,340
-1,236
1030
$1.25M 0.01%
18,736
+248
1031
$1.25M 0.01%
12,363
-979
1032
$1.25M 0.01%
57,587
-48,163
1033
$1.24M 0.01%
22,715
-1,405
1034
$1.24M 0.01%
10,850
-688
1035
$1.23M 0.01%
54,899
-29,560
1036
$1.23M 0.01%
34,284
-2,234
1037
$1.23M 0.01%
129,769
-35,384
1038
$1.23M 0.01%
12,597
-780
1039
$1.23M 0.01%
88,136
-6,114
1040
$1.22M 0.01%
80,973
-5,280
1041
$1.22M 0.01%
35,936
-28,762
1042
$1.22M 0.01%
42,711
-6,972
1043
$1.21M 0.01%
19,041
-1,122
1044
$1.21M 0.01%
24,230
-14,254
1045
$1.21M 0.01%
6,106
-379
1046
$1.21M 0.01%
29,434
-2,694
1047
$1.21M 0.01%
23,367
-1,736
1048
$1.2M 0.01%
3,783
-392
1049
$1.2M 0.01%
13,439
-957
1050
$1.19M 0.01%
22,732
-1,751
40 41
42
43 44