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
1426
– –
-7,390
1427
– –
-21,029
1428
– –
-10,818
1429
– –
-3,855
1430
– –
-33,667
1431
– –
-25,915
1432
– –
-6,767
1433
– –
-15,038
1434
– –
-51,301
1435
– –
-2,262
1436
– –
-6,848
1437
– –
-1,095
1438
– –
-1,075
1439
– –
-7,799
1440
– –
-11,237
1441
– –
-14,751
1442
– –
-10,208
1443
– –
-4,316
1444
– –
-14,245
1445
– –
-1,912
1446
– –
-10,010
1447
– –
-16,323
1448
– –
-10,335
54 55 56 57
58