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
$3.53B
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$11.8M
3
+$3.09M
4
CVS icon
CVS Health
CVS
+$2.18M
5
MPC icon
Marathon Petroleum
MPC
+$1.59M

Top Sells

1
+$8.78M
2
+$6.86M
3
+$6.82M
4
AAPL icon
Apple
AAPL
+$5.09M
5
MSFT icon
Microsoft
MSFT
+$3M

Sector Composition

1 Technology 18.1%
2 Healthcare 14.6%
3 Financials 14.41%
4 Consumer Discretionary 10.56%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$9K ﹤0.01%
+1,269
1627
$6K ﹤0.01%
30
1628
$6K ﹤0.01%
+47
1629
$4K ﹤0.01%
37,420
+23,030
1630
$3K ﹤0.01%
+11,071
1631
$3K ﹤0.01%
545
1632
– –
-4,716
1633
– –
-9,933
1634
– –
-9,836
1635
– –
-5,859
1636
– –
-6,100
1637
– –
-3,523
1638
– –
-2,574
1639
– –
-7,924
1640
– –
-4,567
1641
– –
-5,344
1642
– –
-2,850
1643
– –
-4,540
1644
– –
-4,802
1645
– –
-7,329
1646
– –
-3,588
1647
– –
-5,477
1648
– –
-9,096
1649
– –
-3,967
1650
– –
-7,313
64 65
66
67 68