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
1326
$627K 0.01%
7,165
-1,046
1327
$627K 0.01%
47,915
-3,867
1328
$627K 0.01%
9,223
-600
1329
$626K 0.01%
8,011
-500
1330
$626K 0.01%
11,339
-764
1331
$624K 0.01%
25,929
-2,797
1332
$623K 0.01%
7,106
-1,091
1333
$618K 0.01%
66,229
-36,483
1334
$614K 0.01%
5,012
-314
1335
$611K 0.01%
18,864
-17,500
1336
$611K 0.01%
37,362
-3,888
1337
$610K 0.01%
35,750
-2,407
1338
$609K 0.01%
8,545
-3,981
1339
$607K 0.01%
23,336
-1,696
1340
$603K 0.01%
17,901
-1,564
1341
$602K 0.01%
31,369
-2,972
1342
$602K 0.01%
46,136
-4,112
1343
$601K 0.01%
64,834
-5,765
1344
$601K 0.01%
140,208
-10,941
1345
$598K 0.01%
20,146
-1,742
1346
$595K 0.01%
16,933
-1,453
1347
$595K 0.01%
27,134
-3,100
1348
$595K 0.01%
74,799
+46,531
1349
$594K 0.01%
46,284
+40,390
1350
$593K 0.01%
9,992
-1,764
52 53
54
55 56