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
1851
$178K ﹤0.01%
14,876
-2,173
1852
$177K ﹤0.01%
2,969
-759
1853
$176K ﹤0.01%
2,779
-486
1854
$176K ﹤0.01%
13,064
-2,907
1855
$176K ﹤0.01%
5,247
-704
1856
$175K ﹤0.01%
6,094
-481
1857
$175K ﹤0.01%
570
-98
1858
$174K ﹤0.01%
7,938
-610
1859
$173K ﹤0.01%
4,053
+293
1860
$173K ﹤0.01%
17,534
-2,144
1861
$172K ﹤0.01%
5,236
-425
1862
$171K ﹤0.01%
32,636
-8,053
1863
$171K ﹤0.01%
18,336
-2,733
1864
$169K ﹤0.01%
7,574
-1,748
1865
$169K ﹤0.01%
15,559
-2,592
1866
$168K ﹤0.01%
7,163
-1,625
1867
$167K ﹤0.01%
16,164
-1,248
1868
$167K ﹤0.01%
16,690
-4,154
1869
$167K ﹤0.01%
10,489
-1,610
1870
$167K ﹤0.01%
4,343
-1,109
1871
$166K ﹤0.01%
5,663
-1,362
1872
$166K ﹤0.01%
3,730
-847
1873
$166K ﹤0.01%
14,931
-966
1874
$166K ﹤0.01%
14,155
-3,614
1875
$166K ﹤0.01%
2,018
-57
73 74
75
76 77