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
1901
$154K ﹤0.01%
25,025
-4,208
1902
$153K ﹤0.01%
8,178
+568
1903
$152K ﹤0.01%
2,296
+24
1904
$152K ﹤0.01%
9,208
-2,114
1905
$151K ﹤0.01%
7,462
-1,852
1906
$151K ﹤0.01%
9,324
-620
1907
$150K ﹤0.01%
11,369
-1,012
1908
$150K ﹤0.01%
5,566
-837
1909
$150K ﹤0.01%
5,697
-858
1910
$149K ﹤0.01%
3,931
-625
1911
$149K ﹤0.01%
547
-48
1912
$147K ﹤0.01%
1,738
-388
1913
$146K ﹤0.01%
15,932
-2,394
1914
$146K ﹤0.01%
4,849
-730
1915
$146K ﹤0.01%
8,882
-1,399
1916
$145K ﹤0.01%
50,312
-8,013
1917
$145K ﹤0.01%
11,009
-143
1918
$144K ﹤0.01%
3,759
-844
1919
$144K ﹤0.01%
84,415
-7,843
1920
$144K ﹤0.01%
5,244
-856
1921
$144K ﹤0.01%
13,096
-91
1922
$142K ﹤0.01%
11,404
-792
1923
$142K ﹤0.01%
5,269
-1,286
1924
$142K ﹤0.01%
6,816
-1,456
1925
$141K ﹤0.01%
5,888
-908
75 76
77
78 79