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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
TSLATesla Inc Com
Recent Activity
Decreased -2.02%
1.26%
$152.63M
583,382 shares@ $261.63 avg price
JPMJpmorgan Chase Co.
Recent Activity
Decreased -2.81%
0.98%
$118.611M
562,511 shares@ $210.86 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.7%
0.91%
$109.936M
188,028 shares@ $584.68 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.02%
0.87%
$105.002M
895,765 shares@ $117.23 avg price
VVisa Inc. Class A
Recent Activity
Increased 11.52%
0.86%
$103.724M
377,245 shares@ $274.96 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 15.42%
0.81%
$97.499M
109,979 shares@ $886.53 avg price
MAMastercard Inc-class A
Recent Activity
Increased 6.22%
0.77%
$92.687M
187,702 shares@ $493.8 avg price
HDThe Home Depot Inc.
Recent Activity
Increased 2.4%
0.72%
$87.27M
215,374 shares@ $405.21 avg price
PGProcter Gamble Co
Recent Activity
Increased 1.83%
0.71%
$85.233M
492,107 shares@ $173.21 avg price
JNJJohnson Johnson
Recent Activity
Decreased -1.48%
0.64%
$77.695M
479,422 shares@ $162.06 avg price