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
1101
$1.05M 0.01%
18,870
-1,920
1102
$1.05M 0.01%
17,250
-1,287
1103
$1.04M 0.01%
208,203
-18,914
1104
$1.04M 0.01%
394,178
-10,096
1105
$1.04M 0.01%
11,390
-842
1106
$1.04M 0.01%
10,905
-1,005
1107
$1.04M 0.01%
13,567
-1,011
1108
$1.04M 0.01%
29,108
-2,987
1109
$1.04M 0.01%
13,645
-1,098
1110
$1.04M 0.01%
5,114
-478
1111
$1.03M 0.01%
64,705
-5,361
1112
$1.03M 0.01%
33,178
-27,351
1113
$1.03M 0.01%
16,255
-678
1114
$1.02M 0.01%
6,874
-499
1115
$1.01M 0.01%
25,178
-41,411
1116
$1M 0.01%
27,447
-2,372
1117
$1M 0.01%
39,153
-2,727
1118
$995K 0.01%
7,775
-541
1119
$988K 0.01%
8,666
-740
1120
$987K 0.01%
36,951
-14,012
1121
$985K 0.01%
29,189
-2,058
1122
$984K 0.01%
23,827
-1,790
1123
$981K 0.01%
32,321
+21,799
1124
$978K 0.01%
38,507
+754
1125
$973K 0.01%
25,880
-2,224
43 44
45
46 47