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
526
$4.23M 0.03%
74,434
-27,391
527
$4.23M 0.03%
19,634
-762
528
$4.22M 0.03%
17,585
+641
529
$4.2M 0.03%
106,657
-6,184
530
$4.2M 0.03%
117,005
+97,932
531
$4.19M 0.03%
27,499
-595
532
$4.18M 0.03%
55,020
-2,885
533
$4.17M 0.03%
181,123
-19,092
534
$4.15M 0.03%
14,260
-510
535
$4.14M 0.03%
50,584
-1,547
536
$4.13M 0.03%
35,514
-1,629
537
$4.13M 0.03%
97,159
-4,539
538
$4.12M 0.03%
38,152
-1,212
539
$4.12M 0.03%
256,702
-13,296
540
$4.11M 0.03%
123,791
-3,559
541
$4.1M 0.03%
68,706
-3,305
542
$4.09M 0.03%
27,699
-539
543
$4.07M 0.03%
79,276
-5,786
544
$4.07M 0.03%
120,722
-2,744
545
$4.06M 0.03%
167,377
-9,039
546
$4.06M 0.03%
28,864
-1,701
547
$4.05M 0.03%
56,973
-8,258
548
$4.04M 0.03%
67,838
-5,373
549
$4.04M 0.03%
24,136
-6,063
550
$4.03M 0.03%
69,145
+2,956
20 21
22
23 24