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
2401
$39K ﹤0.01%
5,292
-1,249
2402
$39K ﹤0.01%
11,555
-2,614
2403
$39K ﹤0.01%
376
-97
2404
$39K ﹤0.01%
924
-212
2405
$39K ﹤0.01%
+1,795
2406
$39K ﹤0.01%
2,156
-482
2407
$39K ﹤0.01%
3,869
-865
2408
$39K ﹤0.01%
3,690
-472
2409
$38K ﹤0.01%
126
-20
2410
$38K ﹤0.01%
1,578
-375
2411
$38K ﹤0.01%
960
-150
2412
$38K ﹤0.01%
1,119
-217
2413
$38K ﹤0.01%
1,479
-332
2414
$38K ﹤0.01%
1,674
-378
2415
$38K ﹤0.01%
4,346
-922
2416
$38K ﹤0.01%
6,631
-988
2417
$38K ﹤0.01%
4,398
-661
2418
$38K ﹤0.01%
572
-124
2419
$37K ﹤0.01%
3,880
-613
2420
$37K ﹤0.01%
3,208
-735
2421
$37K ﹤0.01%
938
-139
2422
$37K ﹤0.01%
157
-41
2423
$37K ﹤0.01%
2,088
-466
2424
$37K ﹤0.01%
7,008
-1,066
2425
$37K ﹤0.01%
1,613
-360
95 96
97
98 99