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
1076
$1.11M 0.01%
31,778
+21,979
1077
$1.11M 0.01%
102,705
-8,570
1078
$1.11M 0.01%
28,586
-1,721
1079
$1.1M 0.01%
20,557
-1,573
1080
$1.1M 0.01%
17,524
-12,604
1081
$1.1M 0.01%
6,200
-477
1082
$1.1M 0.01%
19,017
-1,713
1083
$1.1M 0.01%
62,677
-8,866
1084
$1.1M 0.01%
71,275
-2,589
1085
$1.09M 0.01%
10,930
-1,261
1086
$1.09M 0.01%
12,633
-890
1087
$1.09M 0.01%
42,967
-3,624
1088
$1.09M 0.01%
16,084
-19,455
1089
$1.09M 0.01%
55,294
-41,475
1090
$1.08M 0.01%
67,796
-4,944
1091
$1.08M 0.01%
9,309
-586
1092
$1.08M 0.01%
63,751
+40,517
1093
$1.08M 0.01%
13,894
-1,283
1094
$1.08M 0.01%
29,491
-2,682
1095
$1.07M 0.01%
21,452
-1,621
1096
$1.07M 0.01%
13,129
-70
1097
$1.07M 0.01%
21,258
-1,839
1098
$1.07M 0.01%
14,774
-1,419
1099
$1.07M 0.01%
16,850
-1,475
1100
$1.06M 0.01%
19,118
-1,522
42 43
44
45 46