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
2201
$64K ﹤0.01%
4,304
-1,071
2202
$64K ﹤0.01%
1,485
-306
2203
$64K ﹤0.01%
6,148
-440
2204
$64K ﹤0.01%
3,386
-297
2205
$64K ﹤0.01%
4,662
-1,161
2206
$64K ﹤0.01%
4,435
-665
2207
$64K ﹤0.01%
4,179
-626
2208
$64K ﹤0.01%
12,592
-2,020
2209
$63K ﹤0.01%
2,897
-671
2210
$63K ﹤0.01%
924
-252
2211
$63K ﹤0.01%
5,535
-1,319
2212
$63K ﹤0.01%
4,398
-858
2213
$63K ﹤0.01%
48
-5
2214
$63K ﹤0.01%
2,609
-194
2215
$63K ﹤0.01%
2,758
-624
2216
$63K ﹤0.01%
13,380
-3,180
2217
$63K ﹤0.01%
1,389
-352
2218
$62K ﹤0.01%
1,133
-257
2219
$62K ﹤0.01%
5,111
-775
2220
$62K ﹤0.01%
2,493
-520
2221
$62K ﹤0.01%
4,384
-1,109
2222
$62K ﹤0.01%
8,291
-1,881
2223
$62K ﹤0.01%
6,252
-985
2224
$61K ﹤0.01%
5,192
-1,098
2225
$61K ﹤0.01%
1,612
-410
87 88
89
90 91