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
1301
$654K 0.01%
36,621
-3,181
1302
$652K 0.01%
11,362
-13,165
1303
$652K 0.01%
13,194
-1,231
1304
$651K 0.01%
31,819
-2,614
1305
$650K 0.01%
23,044
-3,825
1306
$650K 0.01%
17,822
-1,341
1307
$649K 0.01%
38,178
-2,947
1308
$649K 0.01%
19,565
-1,537
1309
$647K 0.01%
61,500
-4,161
1310
$646K 0.01%
17,221
-1,188
1311
$645K 0.01%
19,073
-4,603
1312
$644K 0.01%
37,567
-3,222
1313
$644K 0.01%
15,469
-1,067
1314
$641K 0.01%
16,458
-1,379
1315
$640K 0.01%
13,885
-2,194
1316
$640K 0.01%
17,764
-1,532
1317
$636K 0.01%
20,981
-1,701
1318
$635K 0.01%
52,816
-4,217
1319
$632K 0.01%
13,036
-1,185
1320
$632K 0.01%
21,549
-1,307
1321
$631K 0.01%
25,560
-2,318
1322
$629K 0.01%
46,012
-4,315
1323
$629K 0.01%
13,712
-1,152
1324
$628K 0.01%
6,833
-458
1325
$627K 0.01%
33,254
-2,819
51 52
53
54 55