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Thomas H. O'Brien

@Amalgamated Bank

Latest period2024 - Q3ReportedManaged Assets$12.14BTotal holdings3000
Assets growth rate3.4%Assets growth rate (2-Q avg)1.91%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Amalgamated Bank's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3000 positions.

Assets under management

The assets under management (AUM) of Amalgamated Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 12.14B in assets, with a quarterly growth rate of 3.4% and a 2-quarter average growth rate of 1.91%. The portfolio is managed by Thomas H. O'Brien, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 3.1%
6.15%
$745.878M
3.201M shares@ $233.01 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -0.14%
5.66%
$686.254M
1.595M shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.48%
5.21%
$632.068M
5.205M shares@ $121.44 avg price
AMZNAmazon. Com Inc
Recent Activity
Increased 3.02%
3.13%
$379.386M
2.036M shares@ $186.33 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 3.45%
2.3%
$278.602M
486,692 shares@ $572.45 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Increased 1.04%
1.75%
$211.434M
1.275M shares@ $165.86 avg price
BRK.BBerkshire Hathaway Inc Cl-b
Recent Activity
Increased 7.77%
1.5%
$181.747M
394,880 shares@ $460.26 avg price
AVGOBroadcom Inc
Recent Activity
Increased 992.16%
1.48%
$178.512M
1.035M shares@ $172.51 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 0.36%
1.46%
$176.395M
1.055M shares@ $167.2 avg price
LLYEli Lilly Co Com
Recent Activity
Increased 0.32%
1.28%
$155.27M
175,260 shares@ $885.95 avg price