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
151
$13.1M 0.11%
94,742
+2,100
152
$13.1M 0.11%
33,463
-580
153
$12.9M 0.1%
26,831
-725
154
$12.8M 0.1%
38,751
+870
155
$12.8M 0.1%
101,794
-2,609
156
$12.8M 0.1%
59,394
-3,527
157
$12.7M 0.1%
279,036
+35,142
158
$12.6M 0.1%
110,168
-7,320
159
$12.5M 0.1%
60,318
-3,674
160
$12.5M 0.1%
42,742
-2,272
161
$12.4M 0.1%
182,506
+2,900
162
$12.4M 0.1%
66,401
-801
163
$12.3M 0.1%
64,339
+2,394
164
$12.2M 0.1%
59,709
+417
165
$12.1M 0.1%
55,305
-112
166
$12.1M 0.1%
157,897
-6,228
167
$12.1M 0.1%
13,530
-82
168
$12M 0.1%
363,969
+7,329
169
$11.9M 0.1%
23,756
+910
170
$11.9M 0.1%
60,514
-2,744
171
$11.8M 0.1%
141,604
-1,303
172
$11.7M 0.09%
84,489
+6,055
173
$11.6M 0.09%
85,401
-15,465
174
$11.6M 0.09%
158,988
-8,308
175
$11.5M 0.09%
283,092
+9,748
5 6
7
8 9