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
1051
$1.18M 0.01%
33,397
-2,130
1052
$1.16M 0.01%
27,680
-2,056
1053
$1.16M 0.01%
37,090
-9,652
1054
$1.16M 0.01%
8,162
-556
1055
$1.16M 0.01%
8,469
-3,587
1056
$1.15M 0.01%
10,143
-5,539
1057
$1.15M 0.01%
9,838
+229
1058
$1.15M 0.01%
11,167
-838
1059
$1.15M 0.01%
97,843
-11,194
1060
$1.15M 0.01%
25,752
-4,189
1061
$1.14M 0.01%
19,889
-1,080
1062
$1.14M 0.01%
58,165
-4,302
1063
$1.14M 0.01%
15,725
-1,212
1064
$1.13M 0.01%
22,524
-1,584
1065
$1.13M 0.01%
23,408
-1,855
1066
$1.13M 0.01%
43,124
-3,277
1067
$1.13M 0.01%
61,767
-4,512
1068
$1.13M 0.01%
6,392
-488
1069
$1.13M 0.01%
43,275
-4,895
1070
$1.13M 0.01%
96,141
-7,364
1071
$1.12M 0.01%
58,579
-5,200
1072
$1.12M 0.01%
131,314
-45,654
1073
$1.12M 0.01%
35,071
-2,577
1074
$1.12M 0.01%
20,099
-1,722
1075
$1.11M 0.01%
13,593
-1,965
41 42
43
44 45