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
1601
$330K ﹤0.01%
6,670
-1,114
1602
$328K ﹤0.01%
23,580
-8,793
1603
$326K ﹤0.01%
19,104
-3,207
1604
$325K ﹤0.01%
4,296
-793
1605
$324K ﹤0.01%
14,674
-367
1606
$323K ﹤0.01%
18,119
-4,289
1607
$322K ﹤0.01%
17,550
-469
1608
$322K ﹤0.01%
28,591
-1,935
1609
$322K ﹤0.01%
15,573
-1,270
1610
$322K ﹤0.01%
47,794
-4,302
1611
$322K ﹤0.01%
10,575
-833
1612
$321K ﹤0.01%
17,042
-2,838
1613
$321K ﹤0.01%
4,921
+99
1614
$321K ﹤0.01%
5,105
-346
1615
$320K ﹤0.01%
26,183
+75
1616
$320K ﹤0.01%
3,425
-580
1617
$320K ﹤0.01%
22,814
-7,060
1618
$320K ﹤0.01%
8,583
-582
1619
$318K ﹤0.01%
10,461
-244
1620
$317K ﹤0.01%
12,395
-3,044
1621
$317K ﹤0.01%
7,213
-465
1622
$316K ﹤0.01%
53,926
-3,993
1623
$314K ﹤0.01%
27,061
-2,318
1624
$313K ﹤0.01%
14,618
-1,196
1625
$313K ﹤0.01%
34,830
-3,029
63 64
65
66 67