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
2126
$81K ﹤0.01%
9,033
-1,261
2127
$81K ﹤0.01%
12,372
-2,590
2128
$81K ﹤0.01%
4,608
-638
2129
$80K ﹤0.01%
12,943
-2,633
2130
$80K ﹤0.01%
11,101
-2,468
2131
$80K ﹤0.01%
5,812
-852
2132
$79K ﹤0.01%
23,963
-2,374
2133
$79K ﹤0.01%
+3,340
2134
$79K ﹤0.01%
28,803
-4,482
2135
$79K ﹤0.01%
6,072
-1,056
2136
$77K ﹤0.01%
17,613
-4,140
2137
$77K ﹤0.01%
3,138
-362
2138
$77K ﹤0.01%
20,032
-3,003
2139
$77K ﹤0.01%
+4,062
2140
$77K ﹤0.01%
3,732
-865
2141
$76K ﹤0.01%
3,163
-490
2142
$76K ﹤0.01%
3,891
-916
2143
$76K ﹤0.01%
3,891
-584
2144
$76K ﹤0.01%
2,502
-397
2145
$76K ﹤0.01%
9,305
-2,085
2146
$76K ﹤0.01%
2,077
-470
2147
$76K ﹤0.01%
8,993
-2,126
2148
$75K ﹤0.01%
18,157
-2,515
2149
$75K ﹤0.01%
2,912
-608
2150
$75K ﹤0.01%
4,129
-827
84 85
86
87 88