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
1401
$527K ﹤0.01%
28,090
-1,870
1402
$526K ﹤0.01%
23,088
+368
1403
$525K ﹤0.01%
18,865
-1,268
1404
$525K ﹤0.01%
18,062
-1,456
1405
$524K ﹤0.01%
7,806
-1,311
1406
$524K ﹤0.01%
6,514
+639
1407
$523K ﹤0.01%
15,219
-1,321
1408
$519K ﹤0.01%
32,741
-2,571
1409
$519K ﹤0.01%
55,769
-4,442
1410
$519K ﹤0.01%
15,115
-13,140
1411
$517K ﹤0.01%
46,411
-3,751
1412
$516K ﹤0.01%
41,716
-2,519
1413
$516K ﹤0.01%
26,756
-2,383
1414
$516K ﹤0.01%
15,322
-902
1415
$516K ﹤0.01%
4,982
-340
1416
$516K ﹤0.01%
16,401
-1,316
1417
$515K ﹤0.01%
15,127
-1,075
1418
$513K ﹤0.01%
34,428
-3,066
1419
$510K ﹤0.01%
5,689
-1,386
1420
$509K ﹤0.01%
21,390
-1,703
1421
$508K ﹤0.01%
63,232
-22,067
1422
$508K ﹤0.01%
11,456
-823
1423
$507K ﹤0.01%
25,425
-4,440
1424
$505K ﹤0.01%
19,199
-4,025
1425
$502K ﹤0.01%
23,369
-1,875
55 56
57
58 59