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
1251
$718K 0.01%
18,557
-3,033
1252
$716K 0.01%
88,057
-7,105
1253
$716K 0.01%
30,454
-25,581
1254
$716K 0.01%
20,148
-2,272
1255
$715K 0.01%
20,461
-10,172
1256
$715K 0.01%
48,343
-1,755
1257
$715K 0.01%
14,462
-991
1258
$715K 0.01%
23,393
-2,000
1259
$713K 0.01%
16,833
-16,081
1260
$713K 0.01%
11,381
-714
1261
$712K 0.01%
16,591
-1,300
1262
$712K 0.01%
25,668
-2,257
1263
$710K 0.01%
75,644
-12,037
1264
$710K 0.01%
24,305
-1,590
1265
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19,307
-1,226
1266
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12,988
-2,048
1267
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36,255
-22,886
1268
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14,709
-1,163
1269
$700K 0.01%
6,633
-421
1270
$699K 0.01%
28,972
-2,223
1271
$697K 0.01%
14,843
-311
1272
$695K 0.01%
47,620
-1,306
1273
$695K 0.01%
24,924
-2,010
1274
$694K 0.01%
17,251
-5,080
1275
$692K 0.01%
6,761
-1,081
49 50
51
52 53