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
$953M
AUM Growth
-$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,398
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.62M
3
+$1.59M
4
PYPL icon
PayPal
PYPL
+$1.41M
5
T icon
AT&T
T
+$1.29M

Top Sells

1
+$1.84M
2
+$1.62M
3
+$1.43M
4
OCR
OMNICARE INC
OCR
+$1.07M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.02M

Sector Composition

1 Financials 14.42%
2 Healthcare 13.46%
3 Technology 13.29%
4 Industrials 11.45%
5 Consumer Discretionary 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$12K ﹤0.01%
1,086
1302
$12K ﹤0.01%
17
1303
$12K ﹤0.01%
1,207
+9
1304
$12K ﹤0.01%
44,680
1305
$10K ﹤0.01%
1,853
+13
1306
$7K ﹤0.01%
21,696
+145
1307
$6K ﹤0.01%
972
+1
1308
$6K ﹤0.01%
13,731
1309
– –
-2,224
1310
– –
-3,242
1311
– –
-7,163
1312
– –
-909
1313
– –
-2,496
1314
– –
-4,082
1315
– –
-3,692
1316
– –
-5,431
1317
– –
-4,872
1318
– –
-5,928
1319
– –
-5,586
1320
– –
-795
1321
– –
-5,636
1322
– –
-5,514
1323
– –
-5,217
1324
– –
-5,341
1325
– –
-8,064
51 52
53
54 55