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 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
– –
-13,380
3077
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-18,336
3078
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-16,677
3079
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-1,149
3080
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-12,376
3081
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-1,296
3082
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-14,876
3083
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-3,951
3084
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-7,743
3085
– –
-12,131
3086
– –
-47,422
3087
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-18,557
3088
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-8,611
3089
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-18,157
3090
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-521
3091
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-2,109
3092
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-2,506
3093
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-10,851
3094
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-6,191
3095
– –
-8,261
3096
– –
-3,674
3097
– –
-10,726
3098
$0 ﹤0.01%
2
-153
3099
– –
-1,730
3100
– –
-4,552
122 123
124
125 126