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
176
$11.4M 0.1%
22,846
+255
177
$11.4M 0.1%
61,945
+336
178
$11.1M 0.09%
67,202
-225
179
$11.1M 0.09%
143,112
+4,228
180
$11M 0.09%
49,119
-2,424
181
$11M 0.09%
71,062
+3,877
182
$11M 0.09%
42,729
-9,649
183
$11M 0.09%
95,696
+7,900
184
$10.9M 0.09%
260,886
+3,130
185
$10.8M 0.09%
179,606
-236
186
$10.8M 0.09%
42,256
+2,000
187
$10.6M 0.09%
61,978
+208
188
$10.6M 0.09%
55,417
+642
189
$10.5M 0.09%
37,694
-81
190
$10.5M 0.09%
29,279
-172
191
$10.5M 0.09%
142,907
+4,358
192
$10.4M 0.09%
78,434
+4,109
193
$10.3M 0.09%
162,988
-1,479
194
$10.2M 0.09%
186,894
-569
195
$10.2M 0.09%
208,614
-556
196
$10.1M 0.09%
71,817
-1,009
197
$10.1M 0.09%
51,307
+1,656
198
$10.1M 0.09%
50,604
-214
199
$10M 0.09%
13,612
-37
200
$10M 0.09%
94,404
+2,543
6 7
8
9 10