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
$12.4B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,231
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.75M
3
+$4.59M
4
OVV icon
Ovintiv
OVV
+$4.51M
5
GTM
ZoomInfo Technologies
GTM
+$4.1M

Top Sells

1
+$26.8M
2
+$19.3M
3
+$18.2M
4
CVX icon
Chevron
CVX
+$14.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$13.5M

Sector Composition

1 Technology 26.96%
2 Healthcare 13.15%
3 Financials 12.02%
4 Consumer Discretionary 11.67%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
– –
-8,261
3027
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-3,674
3028
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-10,726
3029
$0 ﹤0.01%
2
-153
3030
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-1,730
3031
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-4,552
3032
– –
-25,070
3033
– –
-5,450
3034
– –
-2,969
3035
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-1,767
3036
– –
-1,934
3037
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-1,715
3038
– –
-580
3039
– –
-344
3040
– –
-33,962
3041
– –
-4,233
3042
$0 ﹤0.01%
1
-788
3043
– –
-149
3044
– –
-30,256
3045
– –
-24
3046
– –
-5,820
3047
– –
-745
3048
– –
-2,908
3049
– –
-874
3050
$0 ﹤0.01%
1
-3,046
120 121
122
123 124