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
1226
$755K 0.01%
13,834
-1,382
1227
$754K 0.01%
19,849
-1,361
1228
$754K 0.01%
24,323
-2,013
1229
$751K 0.01%
15,809
-2,735
1230
$750K 0.01%
9,088
-572
1231
$750K 0.01%
32,360
-7,628
1232
$746K 0.01%
21,612
-2,393
1233
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13,863
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1234
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12,591
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1235
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51,739
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1236
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19,136
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1238
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49,049
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1239
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12,805
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1240
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1241
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18,723
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1242
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31,541
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1243
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11,601
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1244
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48,417
-25,699
1245
$728K 0.01%
43,880
-3,256
1246
$728K 0.01%
25,889
-2,189
1247
$725K 0.01%
51,937
-4,208
1248
$721K 0.01%
31,911
-3,447
1249
$720K 0.01%
45,744
-5,065
1250
$720K 0.01%
6,072
-527