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
2301
$51K ﹤0.01%
1,929
-333
2302
$50K ﹤0.01%
8,250
-1,275
2303
$50K ﹤0.01%
6,045
-1,539
2304
$50K ﹤0.01%
450
-67
2305
$50K ﹤0.01%
2,916
-653
2306
$50K ﹤0.01%
5,483
-1,279
2307
$50K ﹤0.01%
9,726
-1,639
2308
$50K ﹤0.01%
5,082
-783
2309
$49K ﹤0.01%
5,378
-1,254
2310
$49K ﹤0.01%
5,617
-150
2311
$49K ﹤0.01%
12,526
-2,944
2312
$49K ﹤0.01%
3,286
-451
2313
$49K ﹤0.01%
1,093
-246
2314
$49K ﹤0.01%
4,692
-1,111
2315
$49K ﹤0.01%
1,887
-395
2316
$48K ﹤0.01%
4,332
-918
2317
$48K ﹤0.01%
1,398
-210
2318
$48K ﹤0.01%
2,364
-367
2319
$48K ﹤0.01%
3,044
-698
2320
$48K ﹤0.01%
1,585
-357
2321
$48K ﹤0.01%
3,352
-258
2322
$48K ﹤0.01%
1,228
-187
2323
$48K ﹤0.01%
1,219
-293
2324
$47K ﹤0.01%
6,849
-1,344
2325
$47K ﹤0.01%
7,744
-1,284
91 92
93
94 95