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
1301
$660K 0.01%
7,655
+549
1302
$658K 0.01%
25,735
+2,647
1303
$657K 0.01%
15,687
-960
1304
$656K 0.01%
25,759
-3,213
1305
$655K 0.01%
15,892
-11,379
1306
$655K 0.01%
11,288
-51
1307
$655K 0.01%
37,568
-21,050
1308
$652K 0.01%
33,942
-2,313
1309
$652K 0.01%
13,931
-3,165
1310
$648K 0.01%
67,621
+2,787
1311
$648K 0.01%
8,034
+23
1312
$648K 0.01%
6,589
-44
1313
$646K 0.01%
7,968
-139
1314
$645K 0.01%
29,945
-1,966
1315
$645K 0.01%
10,651
-711
1316
$643K 0.01%
24,920
-2,251
1317
$642K 0.01%
25,713
+789
1318
$639K 0.01%
11,245
-527
1319
$634K 0.01%
22,888
-448
1320
$633K 0.01%
11,768
-700
1321
$633K 0.01%
20,153
-828
1322
$632K 0.01%
22,842
-811
1323
$631K 0.01%
16,022
+700
1324
$630K 0.01%
21,427
+1,603
1325
$625K 0.01%
6,738
-183
51 52
53
54 55