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
$4.09B
AUM Growth
-$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,853
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.52M
3
+$1.43M
4
DLR icon
Digital Realty Trust
DLR
+$964K
5
PLD icon
Prologis
PLD
+$955K

Top Sells

1
+$18.7M
2
+$15.4M
3
+$9.54M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.4M
5
MSFT icon
Microsoft
MSFT
+$5.62M

Sector Composition

1 Technology 22.77%
2 Healthcare 15.1%
3 Financials 12.71%
4 Consumer Discretionary 10.07%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-38,378
1702
– –
-5,939
1703
– –
-8,224
1704
– –
-8,735
1705
– –
-2,738
1706
– –
-3,730
1707
– –
-4,302
1708
– –
-9,160
1709
– –
-7,911
1710
– –
-2,787
1711
– –
-17,075
1712
– –
-21,710
1713
– –
-8,506
1714
– –
-11,964
1715
– –
-13,266
1716
– –
-13,269
1717
– –
-7,832
1718
– –
-9,562
1719
– –
-5,946
1720
– –
-2,428
1721
– –
-3,595
1722
– –
-3,725
1723
– –
-5,571
1724
– –
-1,863
1725
– –
-2,497
67 68
69
70 71