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
$311M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.24M
3
+$3.13M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$1M
5
LKQ icon
LKQ Corp
LKQ
+$833K

Top Sells

1
+$842K
2
+$490K
3
+$448K
4
AAPL icon
Apple
AAPL
+$299K
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$258K

Sector Composition

1 Technology 16.39%
2 Financials 15.25%
3 Healthcare 13.06%
4 Energy 10.1%
5 Consumer Staples 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K 0.09%
13,786
-352
227
$265K 0.09%
18,175
-431
228
$263K 0.08%
23,038
-546
229
$257K 0.08%
10,725
-254
230
$255K 0.08%
+30,419
231
$254K 0.08%
12,786
-303
232
$254K 0.08%
5,492
-140
233
$248K 0.08%
+20,600
234
$243K 0.08%
16,615
-394
235
$242K 0.08%
+12,137
236
$241K 0.08%
+59,405
237
$234K 0.08%
+11,328
238
$234K 0.08%
11,378
-271
239
$229K 0.07%
+12,908
240
$226K 0.07%
+13,544
241
$225K 0.07%
578,600
-13,680
242
$217K 0.07%
11,137
-264
243
$206K 0.07%
+15,537
244
$206K 0.07%
10,228
-242
245
$202K 0.06%
+53,081
246
$200K 0.06%
+13,736
247
– –
-10,040
248
– –
-10,204
249
– –
-63,809
6 7 8 9
10