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
201
$10M 0.09%
75,538
+465
202
$9.94M 0.08%
217,169
-1,543
203
$9.92M 0.08%
171,228
-2,457
204
$9.89M 0.08%
153,260
-588
205
$9.74M 0.08%
193,343
-3,313
206
$9.7M 0.08%
143,756
+2,195
207
$9.64M 0.08%
6,297
+262
208
$9.63M 0.08%
100,868
-4,761
209
$9.63M 0.08%
86,008
-299
210
$9.59M 0.08%
40,133
+3,431
211
$9.52M 0.08%
112,789
+1,800
212
$9.51M 0.08%
318,390
+1,328
213
$9.46M 0.08%
114,868
-641
214
$9.45M 0.08%
41,848
+547
215
$9.44M 0.08%
41,707
-532
216
$9.43M 0.08%
98,110
-1,646
217
$9.22M 0.08%
37,881
-1,567
218
$9.2M 0.08%
145,589
-2,650
219
$9.2M 0.08%
54,004
+2,048
220
$9.19M 0.08%
13,348
+1,092
221
$9.17M 0.08%
243,894
+10,714
222
$9.12M 0.08%
124,975
-3,118
223
$9.09M 0.08%
81,797
-5,624
224
$9.09M 0.08%
602,079
-2,181
225
$9.07M 0.08%
518,020
+2,644
7 8
9
10 11