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
1201
$795K 0.01%
5,662
-1,138
1202
$794K 0.01%
41,024
-30,368
1203
$793K 0.01%
10,923
-775
1204
$788K 0.01%
33,904
-2,713
1205
$786K 0.01%
80,741
-21,715
1206
$784K 0.01%
129,102
-20,118
1207
$783K 0.01%
35,076
-2,931
1208
$782K 0.01%
56,491
-2,077
1209
$781K 0.01%
14,358
-1,289
1210
$780K 0.01%
12,291
-921
1211
$777K 0.01%
73,684
-5,379
1212
$776K 0.01%
37,363
-16,197
1213
$776K 0.01%
30,435
-39,152
1214
$774K 0.01%
55,100
-31,078
1215
$770K 0.01%
9,997
-1,405
1216
$769K 0.01%
8,777
-923
1217
$769K 0.01%
17,096
-1,459
1218
$767K 0.01%
21,890
-1,588
1219
$765K 0.01%
11,967
-1,020
1220
$765K 0.01%
16,634
-1,101
1221
$764K 0.01%
19,890
-1,710
1222
$761K 0.01%
22,767
-1,482
1223
$759K 0.01%
5,019
-392
1224
$758K 0.01%
48,680
-3,239
1225
$756K 0.01%
18,401
-1,575
47 48
49
50 51