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
3201
– –
-27,220
3202
– –
-1,551
3203
– –
-905
3204
– –
-1,052
3205
– –
-14,575
3206
$0 ﹤0.01%
1
-739
3207
– –
-10,930
3208
– –
-305
3209
– –
0
3210
– –
-6,794
3211
– –
-3,340
3212
– –
-250
3213
– –
-238
3214
– –
-2,568
3215
– –
-3,944
3216
– –
-737
3217
– –
-5
3218
– –
-1,252
3219
– –
-10,246
3220
– –
-11,346
3221
– –
-1,026
3222
– –
-222
3223
– –
-4,758
3224
– –
-454
3225
– –
-245
126 127 128
129
130