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
$1.73B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,449
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$22M
3
+$15.1M
4
META icon
Meta Platforms (Facebook)
META
+$14.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Top Sells

1
+$2.58M
2
+$2.3M
3
+$1.53M
4
XRAY icon
Dentsply Sirona
XRAY
+$1.23M
5
WRK
WestRock Company
WRK
+$1.08M

Sector Composition

1 Technology 15.17%
2 Healthcare 14.54%
3 Financials 11.52%
4 Consumer Discretionary 11.09%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-10,176
1402
– –
-22,457
1403
– –
-22,248
1404
– –
-3,099
1405
– –
-10,228
1406
– –
-9,014
1407
– –
-14,806
1408
– –
-794
1409
– –
-10,414
1410
– –
-10,906
1411
– –
-6,375
1412
– –
-7,551
1413
– –
-10,155
1414
– –
-18
1415
– –
-12,395
1416
– –
-42,931
1417
– –
-2,237
1418
– –
-10,390
1419
– –
-26,652
1420
– –
-14,294
1421
– –
-25,103
1422
– –
-21,723
1423
– –
-3,527
1424
– –
-2,471
1425
– –
-1,235
54 55 56
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