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
1426
$502K ﹤0.01%
14,998
-1,041
1427
$500K ﹤0.01%
33,095
-20,727
1428
$497K ﹤0.01%
33,916
-3,050
1429
$496K ﹤0.01%
11,948
-1,446
1430
$496K ﹤0.01%
4,072
-250
1431
$496K ﹤0.01%
19,899
-1,631
1432
$494K ﹤0.01%
9,795
-844
1433
$491K ﹤0.01%
6,678
-522
1434
$490K ﹤0.01%
32,675
-8,080
1435
$490K ﹤0.01%
49,853
-3,951
1436
$486K ﹤0.01%
22,998
-1,429
1437
$483K ﹤0.01%
3,387
-447
1438
$482K ﹤0.01%
13,503
-843
1439
$479K ﹤0.01%
6,633
+204
1440
$477K ﹤0.01%
20,348
-2,150
1441
$476K ﹤0.01%
1,092
-998
1442
$476K ﹤0.01%
64,012
-10,346
1443
$476K ﹤0.01%
14,893
-1,201
1444
$475K ﹤0.01%
11,403
-942
1445
$473K ﹤0.01%
6,993
-484
1446
$473K ﹤0.01%
40,288
-6,289
1447
$472K ﹤0.01%
16,802
-1,097
1448
$471K ﹤0.01%
38,202
-3,165
1449
$470K ﹤0.01%
6,160
-1,096
1450
$468K ﹤0.01%
18,656
-1,933