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
$0 ﹤0.01%
176
3002
$0 ﹤0.01%
1
3003
– –
-2,007
3004
– –
-690,062
3005
– –
-1,707
3006
– –
-1,751
3007
– –
-1,284
3008
– –
-741
3009
$0 ﹤0.01%
1
3010
– –
-25,953
3011
– –
-12,602
3012
– –
-756
3013
– –
-3,463
3014
– –
-49
3015
– –
-1,339
3016
– –
-24,507
3017
– –
0
3018
– –
-1,125
3019
– –
-916
3020
– –
-4,770
3021
– –
-268
3022
– –
-23,266
3023
– –
-797
3024
– –
-210,791
3025
– –
-267
118 119 120
121
122