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
$12.1B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.1M
3
+$13.1M
4
COST icon
Costco
COST
+$13M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1
+$4.64M
2
+$4.13M
3
+$3.44M
4
HPE icon
Hewlett Packard
HPE
+$3.39M
5
TSLA icon
Tesla
TSLA
+$3.15M

Sector Composition

1 Technology 30.07%
2 Financials 12.92%
3 Healthcare 11.34%
4 Consumer Discretionary 11.03%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
– –
-741
3002
$0 ﹤0.01%
1
3003
– –
-25,953
3004
– –
-12,602
3005
– –
-756
3006
– –
-3,463
3007
– –
-49
3008
– –
-24,507
3009
– –
0
3010
– –
-23,266
3011
– –
-797
3012
– –
-210,791
3013
– –
-267
3014
– –
-1,946
3015
– –
-78
3016
– –
-52,380
3017
– –
-3,606
3018
– –
0
3019
$0 ﹤0.01%
6
3020
$0 ﹤0.01%
218
3021
$0 ﹤0.01%
757
3022
$0 ﹤0.01%
176
3023
$0 ﹤0.01%
1
3024
– –
-1,707
3025
– –
-1,339
118 119 120
121
122