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
1501
$416K ﹤0.01%
62,597
-15,764
1502
$416K ﹤0.01%
17,176
-1,516
1503
$413K ﹤0.01%
34,593
-2,966
1504
$413K ﹤0.01%
11,772
-970
1505
$412K ﹤0.01%
8,233
-1,281
1506
$410K ﹤0.01%
23,569
-2,375
1507
$407K ﹤0.01%
51,582
-3,993
1508
$407K ﹤0.01%
14,200
-1,170
1509
$406K ﹤0.01%
3,562
-559
1510
$405K ﹤0.01%
6,405
-1,528
1511
$403K ﹤0.01%
5,210
-852
1512
$403K ﹤0.01%
2,304
-57
1513
$403K ﹤0.01%
6,613
-1,041
1514
$402K ﹤0.01%
10,781
-2,344
1515
$402K ﹤0.01%
9,203
-1,463
1516
$401K ﹤0.01%
21,560
-1,764
1517
$401K ﹤0.01%
30,349
+19,697
1518
$401K ﹤0.01%
2,961
-503
1519
$401K ﹤0.01%
6,808
-1,374
1520
$397K ﹤0.01%
15,263
-2,639
1521
$396K ﹤0.01%
35,179
-3,553
1522
$396K ﹤0.01%
21,718
-1,876
1523
$395K ﹤0.01%
31,800
-2,479
1524
$395K ﹤0.01%
7,274
-765
1525
$395K ﹤0.01%
20,765
-1,678
59 60
61
62 63