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
151
$13.1M 0.11%
63,992
+576
152
$13M 0.11%
128,716
+5,310
153
$12.9M 0.11%
356,640
+5,592
154
$12.9M 0.11%
44,917
+1,737
155
$12.8M 0.11%
60,503
+86
156
$12.8M 0.11%
1,014,591
-11,443
157
$12.7M 0.11%
202,682
-1,515
158
$12.6M 0.11%
167,296
+3,506
159
$12.4M 0.11%
92,642
+2,709
160
$12.4M 0.11%
22,123
+693
161
$12.4M 0.11%
135,903
+2,433
162
$12.3M 0.11%
59,292
-318
163
$12.3M 0.11%
204,445
+17,540
164
$12.2M 0.1%
105,289
-651
165
$12.2M 0.1%
145,647
-867
166
$12.1M 0.1%
27,556
+90
167
$12.1M 0.1%
224,824
+19,606
168
$12.1M 0.1%
73,010
-514
169
$12.1M 0.1%
215,664
-518
170
$11.8M 0.1%
178,057
+363
171
$11.7M 0.1%
344,356
-3,461
172
$11.6M 0.1%
83,761
+2,548
173
$11.6M 0.1%
100,048
+6,048
174
$11.5M 0.1%
273,344
+5,636
175
$11.4M 0.1%
34,043
+459
5 6
7
8 9