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
$4.09B
AUM Growth
-$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,853
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.52M
3
+$1.43M
4
DLR icon
Digital Realty Trust
DLR
+$964K
5
PLD icon
Prologis
PLD
+$955K

Top Sells

1
+$18.7M
2
+$15.4M
3
+$9.54M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.4M
5
MSFT icon
Microsoft
MSFT
+$5.62M

Sector Composition

1 Technology 22.77%
2 Healthcare 15.1%
3 Financials 12.71%
4 Consumer Discretionary 10.07%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.4M 0.06%
70,764
-2,352
302
$2.4M 0.06%
87,750
-3,114
303
$2.38M 0.06%
36,309
-1,144
304
$2.37M 0.06%
49,022
-1,853
305
$2.36M 0.06%
7,681
-170
306
$2.36M 0.06%
31,464
-1,180
307
$2.36M 0.06%
21,836
-719
308
$2.35M 0.06%
19,711
-655
309
$2.35M 0.06%
114,453
-4,234
310
$2.33M 0.06%
27,553
-964
311
$2.31M 0.06%
134,872
-4,300
312
$2.31M 0.06%
54,170
-1,969
313
$2.31M 0.06%
22,660
-429
314
$2.3M 0.06%
16,489
-126
315
$2.28M 0.06%
888
-30
316
$2.27M 0.06%
12,835
-371
317
$2.27M 0.06%
40,278
-1,438
318
$2.26M 0.06%
17,479
-660
319
$2.26M 0.06%
24,559
-605
320
$2.26M 0.06%
27,712
-873
321
$2.25M 0.06%
12,927
-433
322
$2.25M 0.06%
52,951
-1,981
323
$2.25M 0.06%
90,879
-3,405
324
$2.25M 0.05%
7,672
-263
325
$2.25M 0.05%
16,070
-505
11 12
13
14 15