AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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 25.1%
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
1
$690M 5.88%
4,181,749
+86,273
2
$600M 5.11%
2,079,928
+46,393
3
$251M 2.14%
2,434,055
+7,119
4
$184M 1.57%
6,616,170
-99,350
5
$170M 1.45%
1,641,042
+18,826
6
$158M 1.35%
513,103
+43,176
7
$150M 1.28%
723,534
+1,464
8
$149M 1.27%
1,428,852
-9,856
9
$132M 1.12%
1,199,496
+124,971
10
$127M 1.08%
268,279
+13,713
11
$123M 1.05%
582,570
-9,877
12
$116M 0.99%
748,427
+65,273
13
$109M 0.93%
483,801
+34,962
14
$99.4M 0.85%
762,531
-3,608
15
$98.1M 0.84%
659,982
+29,442
16
$88.6M 0.76%
243,835
+12,374
17
$88.2M 0.75%
540,437
+60,411
18
$83.1M 0.71%
281,595
+5,999
19
$81.8M 0.7%
238,127
+19,114
20
$80.9M 0.69%
507,679
+24,454
21
$75.6M 0.64%
710,887
+33,774
22
$72.4M 0.62%
1,128,340
+30,380
23
$72.3M 0.62%
396,762
+20,978
24
$68.6M 0.58%
1,105,378
+56,142
25
$65.6M 0.56%
132,044
+10,973
1
2 3 4 5