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
1726
– –
-3,904
1727
– –
-3,336
1728
– –
-8,550
1729
– –
-6,194
1730
– –
-2,019
1731
– –
-8,687
1732
– –
-4,604
1733
– –
-5,886
1734
– –
-6,838
1735
– –
-6,352
1736
– –
-7,543
1737
– –
-5,613
1738
– –
-8,317
1739
– –
-8,175
1740
– –
-6,671
1741
– –
-10,374
1742
– –
-3,061
1743
– –
-5,112
1744
– –
-2,977
1745
– –
-7,267
1746
– –
-5,684
1747
– –
-7,082
1748
– –
-9,625
1749
– –
-5,610
1750
– –
-3,348
68 69
70
71 72