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
2051
$102K ﹤0.01%
9,744
-2,290
2052
$101K ﹤0.01%
34,103
+4,300
2053
$101K ﹤0.01%
573
+9
2054
$101K ﹤0.01%
2,935
-423
2055
$100K ﹤0.01%
2,969
-679
2056
$100K ﹤0.01%
3,133
-472
2057
$100K ﹤0.01%
12,348
-3,236
2058
$100K ﹤0.01%
5,849
-842
2059
$100K ﹤0.01%
26,131
-4,741
2060
$100K ﹤0.01%
3,674
-717
2061
$99K ﹤0.01%
11,708
-1,751
2062
$99K ﹤0.01%
11,423
-1,502
2063
$99K ﹤0.01%
5,779
-1,285
2064
$99K ﹤0.01%
6,902
-1,505
2065
$98K ﹤0.01%
14,028
-2,282
2066
$98K ﹤0.01%
12,444
-1,735
2067
$97K ﹤0.01%
7,804
-1,173
2068
$97K ﹤0.01%
14,529
-3,294
2069
$96K ﹤0.01%
2,865
-676
2070
$96K ﹤0.01%
24,495
+205
2071
$96K ﹤0.01%
8,839
-1,285
2072
$96K ﹤0.01%
688
-54
2073
$96K ﹤0.01%
3,281
-832
2074
$95K ﹤0.01%
3,098
-722
2075
$95K ﹤0.01%
15,551
-3,682
81 82
83
84 85