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
1926
$141K ﹤0.01%
9,200
-633
1927
$141K ﹤0.01%
5,303
+674
1928
$140K ﹤0.01%
1,525
-367
1929
$139K ﹤0.01%
8,592
-1,289
1930
$138K ﹤0.01%
8,134
-1,941
1931
$138K ﹤0.01%
10,169
-791
1932
$138K ﹤0.01%
5,611
-1,285
1933
$138K ﹤0.01%
6,541
-607
1934
$137K ﹤0.01%
3,845
-576
1935
$136K ﹤0.01%
7,543
-590
1936
$135K ﹤0.01%
2,583
-405
1937
$135K ﹤0.01%
3,249
-817
1938
$135K ﹤0.01%
7,321
+30
1939
$134K ﹤0.01%
1,580
-1,046
1940
$133K ﹤0.01%
5,769
-1,291
1941
$133K ﹤0.01%
2,732
-407
1942
$133K ﹤0.01%
1,503
-329
1943
$133K ﹤0.01%
14,680
-2,227
1944
$131K ﹤0.01%
1,575
+90
1945
$131K ﹤0.01%
17,857
-1,352
1946
$130K ﹤0.01%
10,427
+39
1947
$130K ﹤0.01%
13,990
-3,044
1948
$130K ﹤0.01%
3,466
-548
1949
$129K ﹤0.01%
13,699
-1,900
1950
$129K ﹤0.01%
10,726
+1,027
76 77
78
79 80