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
126
$16M 0.14%
39,986
+1,104
127
$15.8M 0.13%
44,338
+6,642
128
$15.7M 0.13%
117,488
-384
129
$15.6M 0.13%
63,258
+563
130
$15.1M 0.13%
172,139
-395
131
$15M 0.13%
367,517
-4,167
132
$15M 0.13%
143,583
-1,759
133
$14.8M 0.13%
55,975
-103
134
$14.7M 0.13%
65,460
+152
135
$14.4M 0.12%
102,883
+1,901
136
$14.4M 0.12%
62,921
+2,577
137
$14.3M 0.12%
68,048
+6,027
138
$14.2M 0.12%
5,780
+632
139
$14M 0.12%
164,125
+6,223
140
$14M 0.12%
61,133
-1,127
141
$13.9M 0.12%
167,573
-809
142
$13.6M 0.12%
45,014
+2,452
143
$13.6M 0.12%
44,436
+1,052
144
$13.4M 0.11%
168,846
+25,589
145
$13.4M 0.11%
364,158
-6,410
146
$13.3M 0.11%
104,403
-1,373
147
$13.3M 0.11%
152,124
-3,698
148
$13.2M 0.11%
85,819
-1,035
149
$13.2M 0.11%
385,650
+6,350
150
$13.1M 0.11%
319,942
+3,560
4 5
6
7 8