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
1726
$240K ﹤0.01%
3,325
-624
1727
$240K ﹤0.01%
6,602
-1,530
1728
$239K ﹤0.01%
14,429
-1,245
1729
$239K ﹤0.01%
8,701
-6,785
1730
$239K ﹤0.01%
9,005
-710
1731
$238K ﹤0.01%
14,039
-1,926
1732
$237K ﹤0.01%
9,040
-1,284
1733
$236K ﹤0.01%
12,769
-1,075
1734
$236K ﹤0.01%
12,726
-1,098
1735
$235K ﹤0.01%
10,876
-2,499
1736
$234K ﹤0.01%
6,984
-1,635
1737
$234K ﹤0.01%
17,857
-1,229
1738
$234K ﹤0.01%
6,988
-221
1739
$233K ﹤0.01%
23,312
-1,605
1740
$232K ﹤0.01%
3,588
-503
1741
$230K ﹤0.01%
3,601
-487
1742
$230K ﹤0.01%
14,372
-924
1743
$230K ﹤0.01%
13,996
-239
1744
$229K ﹤0.01%
7,974
-132
1745
$229K ﹤0.01%
4,447
-1,161
1746
$229K ﹤0.01%
5,457
-1,507
1747
$229K ﹤0.01%
8,555
-9,384
1748
$228K ﹤0.01%
2,344
-406
1749
$228K ﹤0.01%
13,354
-1,145
1750
$228K ﹤0.01%
24,231
-1,989
68 69
70
71 72