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
1751
$227K ﹤0.01%
7,981
-497
1752
$227K ﹤0.01%
10,049
-1,648
1753
$227K ﹤0.01%
10,985
-2,867
1754
$226K ﹤0.01%
17,347
-2,610
1755
$226K ﹤0.01%
33,096
-2,628
1756
$225K ﹤0.01%
482
-63
1757
$224K ﹤0.01%
8,576
-1,117
1758
$223K ﹤0.01%
9,737
-1,767
1759
$223K ﹤0.01%
12,042
-950
1760
$222K ﹤0.01%
4,509
-779
1761
$221K ﹤0.01%
5,659
-379
1762
$221K ﹤0.01%
26,523
-2,178
1763
$220K ﹤0.01%
13,298
-2,178
1764
$220K ﹤0.01%
17,399
-3,983
1765
$220K ﹤0.01%
9,826
-781
1766
$220K ﹤0.01%
10,638
-7,274
1767
$219K ﹤0.01%
5,451
-398
1768
$219K ﹤0.01%
8,617
-1,494
1769
$218K ﹤0.01%
10,306
-1,547
1770
$218K ﹤0.01%
13,183
-3,042
1771
$216K ﹤0.01%
4,903
-1,220
1772
$215K ﹤0.01%
19,076
-11,454
1773
$215K ﹤0.01%
3,897
-546
1774
$214K ﹤0.01%
51,285
-923
1775
$213K ﹤0.01%
20,295
-1,600
69 70
71
72 73