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
2426
$37K ﹤0.01%
2,259
-420
2427
$37K ﹤0.01%
2,509
-605
2428
$37K ﹤0.01%
1,636
-248
2429
$36K ﹤0.01%
1,507
-338
2430
$36K ﹤0.01%
2,550
-590
2431
$36K ﹤0.01%
2,080
-140
2432
$36K ﹤0.01%
125
-28
2433
$36K ﹤0.01%
1,837
-291
2434
$36K ﹤0.01%
2,084
-438
2435
$36K ﹤0.01%
1,463
-328
2436
$36K ﹤0.01%
9,621
-1,750
2437
$36K ﹤0.01%
238
-35
2438
$36K ﹤0.01%
279
-58
2439
$36K ﹤0.01%
737
-171
2440
$36K ﹤0.01%
4,447
-1,001
2441
$36K ﹤0.01%
3,254
-502
2442
$35K ﹤0.01%
2,753
-751
2443
$35K ﹤0.01%
2,201
-490
2444
$35K ﹤0.01%
2,623
-568
2445
$35K ﹤0.01%
1,606
-363
2446
$35K ﹤0.01%
8,488
-1,285
2447
$35K ﹤0.01%
1,923
-2,585
2448
$35K ﹤0.01%
1,424
-238
2449
$35K ﹤0.01%
2,770
-504
2450
$35K ﹤0.01%
548
-123
96 97
98
99 100