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
1951
$129K ﹤0.01%
4,557
-107
1952
$129K ﹤0.01%
10,696
-2,188
1953
$128K ﹤0.01%
10,097
-2,010
1954
$128K ﹤0.01%
15,474
-3,953
1955
$128K ﹤0.01%
5,322
-802
1956
$127K ﹤0.01%
5,011
-863
1957
$126K ﹤0.01%
39,116
-4,161
1958
$126K ﹤0.01%
8,115
-1,782
1959
$126K ﹤0.01%
1,572
-258
1960
$126K ﹤0.01%
10,743
-6,831
1961
$126K ﹤0.01%
13,388
-2,013
1962
$126K ﹤0.01%
458
-63
1963
$126K ﹤0.01%
4,993
-374
1964
$125K ﹤0.01%
941
-222
1965
$125K ﹤0.01%
6,546
-1,313
1966
$125K ﹤0.01%
12,054
-2,773
1967
$124K ﹤0.01%
12,700
-405
1968
$124K ﹤0.01%
955
-144
1969
$123K ﹤0.01%
21,060
-4,734
1970
$123K ﹤0.01%
9,701
-1,461
1971
$123K ﹤0.01%
65,599
+6,333
1972
$123K ﹤0.01%
11,647
-1,751
1973
$122K ﹤0.01%
4,390
-1,097
1974
$122K ﹤0.01%
5,272
-1,328
1975
$121K ﹤0.01%
12,703
-2,999
77 78
79
80 81