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
101
$20M 0.17%
287,650
+3,836
102
$20M 0.17%
82,163
+3,360
103
$19.8M 0.17%
373,000
-970
104
$19.5M 0.17%
202,469
+1,983
105
$18.8M 0.16%
375,939
+2,191
106
$18.6M 0.16%
40,335
+2,238
107
$18.5M 0.16%
161,512
+3,824
108
$18.5M 0.16%
113,294
+6,739
109
$18.4M 0.16%
74,370
-174
110
$18.4M 0.16%
162,840
-175
111
$18M 0.15%
57,175
+1,097
112
$18M 0.15%
24,965
-2
113
$17.9M 0.15%
104,516
+804
114
$17.9M 0.15%
364,449
-4,213
115
$17.8M 0.15%
93,006
-1,127
116
$17.7M 0.15%
235,606
+13,814
117
$17.6M 0.15%
206,076
+14,736
118
$17.2M 0.15%
284,613
-3,461
119
$17M 0.14%
59,159
+1,433
120
$16.9M 0.14%
43,805
+1,907
121
$16.7M 0.14%
557,361
+2,174
122
$16.5M 0.14%
292,335
+42,960
123
$16.5M 0.14%
34,040
-70
124
$16.3M 0.14%
77,818
+2,777
125
$16.2M 0.14%
120,453
-2,479
3 4
5
6 7