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
3101
– –
-25,070
3102
– –
-5,450
3103
– –
-181
3104
– –
-1,963
3105
– –
-357
3106
– –
-2,447
3107
– –
-93
3108
– –
-7,452
3109
– –
-2,969
3110
– –
-1,767
3111
– –
-1,934
3112
– –
-1,715
3113
– –
-580
3114
– –
-344
3115
– –
-33,962
3116
– –
-4,233
3117
– –
-1,292
3118
– –
-468
3119
– –
-19,394
3120
– –
-51
3121
$0 ﹤0.01%
+3
3122
– –
-3,134
3123
– –
-4,184
3124
– –
-998
3125
– –
-1,905
123 124
125
126 127