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
2076
$95K ﹤0.01%
4,927
-674
2077
$94K ﹤0.01%
2,124
-290
2078
$94K ﹤0.01%
+5,391
2079
$94K ﹤0.01%
5,934
-1,191
2080
$93K ﹤0.01%
8,460
-1,359
2081
$93K ﹤0.01%
12,756
-3,221
2082
$93K ﹤0.01%
18,887
-1,519
2083
$93K ﹤0.01%
6,794
-1,170
2084
$92K ﹤0.01%
5,709
-1,259
2085
$92K ﹤0.01%
14,201
-3,499
2086
$92K ﹤0.01%
4,322
-510
2087
$92K ﹤0.01%
4,663
-712
2088
$92K ﹤0.01%
10,099
-1,471
2089
$91K ﹤0.01%
1,169
-182
2090
$91K ﹤0.01%
35,378
+5,123
2091
$90K ﹤0.01%
4,862
-1,144
2092
$90K ﹤0.01%
10,474
-1,543
2093
$90K ﹤0.01%
2,016
-265
2094
$90K ﹤0.01%
19,840
-4,964
2095
$90K ﹤0.01%
10,150
-1,433
2096
$90K ﹤0.01%
1,506
-1,494
2097
$89K ﹤0.01%
4,091
-549
2098
$89K ﹤0.01%
991
-150
2099
$89K ﹤0.01%
1,986
-297
2100
$89K ﹤0.01%
1,979
-395
82 83
84
85 86