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
1201
$270K 0.01%
18,326
-381
1202
$269K 0.01%
12,334
-185
1203
$269K 0.01%
7,406
-253
1204
$269K 0.01%
10,665
-373
1205
$268K 0.01%
6,880
-230
1206
$268K 0.01%
6,124
-230
1207
$266K 0.01%
67,437
+19,835
1208
$265K 0.01%
14,653
-520
1209
$265K 0.01%
776
-23
1210
$265K 0.01%
4,854
-152
1211
$265K 0.01%
8,874
-269
1212
$263K 0.01%
5,892
-201
1213
$262K 0.01%
10,738
-140
1214
$261K 0.01%
11,756
-1,404
1215
$260K 0.01%
6,961
-267
1216
$260K 0.01%
7,957
-215
1217
$258K 0.01%
9,253
-299
1218
$258K 0.01%
4,465
-172
1219
$257K 0.01%
6,147
-251
1220
$257K 0.01%
17,395
-573
1221
$257K 0.01%
11,328
-299
1222
$257K 0.01%
21,154
-448
1223
$257K 0.01%
7,671
-248
1224
$257K 0.01%
7,967
-382
1225
$257K 0.01%
4,366
-133
47 48
49
50 51