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
1751
$239K ﹤0.01%
7,716
+1,612
1752
$239K ﹤0.01%
14,455
+83
1753
$238K ﹤0.01%
8,524
+811
1754
$238K ﹤0.01%
39,687
+9,705
1755
$238K ﹤0.01%
8,287
-268
1756
$237K ﹤0.01%
4,883
+374
1757
$237K ﹤0.01%
33,142
-3,445
1758
$237K ﹤0.01%
20,623
-2,511
1759
$237K ﹤0.01%
13,893
-1,249
1760
$236K ﹤0.01%
7,694
-220
1761
$236K ﹤0.01%
+14,578
1762
$234K ﹤0.01%
7,540
-316
1763
$234K ﹤0.01%
2,342
-94
1764
$234K ﹤0.01%
17,375
-384
1765
$234K ﹤0.01%
13,290
-1,139
1766
$233K ﹤0.01%
1,420
-825
1767
$233K ﹤0.01%
8,023
+49
1768
$232K ﹤0.01%
20,154
-3,426
1769
$232K ﹤0.01%
8,218
-483
1770
$230K ﹤0.01%
18,999
+4,844
1771
$230K ﹤0.01%
25,093
+862
1772
$229K ﹤0.01%
+5,235
1773
$228K ﹤0.01%
21,940
+1,729
1774
$228K ﹤0.01%
5,751
+478
1775
$228K ﹤0.01%
3,935
+334
69 70
71
72 73