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
1976
$121K ﹤0.01%
14,175
-3,346
1977
$121K ﹤0.01%
29,982
-4,524
1978
$120K ﹤0.01%
15,544
-3,924
1979
$120K ﹤0.01%
17,293
-350
1980
$120K ﹤0.01%
13,209
-17,392
1981
$120K ﹤0.01%
1,484
-299
1982
$120K ﹤0.01%
12,385
-414
1983
$120K ﹤0.01%
191
-31
1984
$119K ﹤0.01%
5,142
-1,304
1985
$119K ﹤0.01%
4,564
-1,145
1986
$119K ﹤0.01%
8,112
-1,610
1987
$118K ﹤0.01%
1,971
-391
1988
$118K ﹤0.01%
3,524
-683
1989
$118K ﹤0.01%
13,060
-13,501
1990
$117K ﹤0.01%
13,927
-3,287
1991
$117K ﹤0.01%
2,243
-37
1992
$117K ﹤0.01%
12,283
-2,806
1993
$116K ﹤0.01%
33,962
-35,072
1994
$116K ﹤0.01%
5,552
-770
1995
$116K ﹤0.01%
3,929
-923
1996
$116K ﹤0.01%
20,707
-3,331
1997
$115K ﹤0.01%
28,946
-6,804
1998
$115K ﹤0.01%
5,998
-1,094
1999
$115K ﹤0.01%
2,684
-561
2000
$114K ﹤0.01%
4,405
-736
78 79
80
81 82