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
$4.28B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,841
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.96M
3
+$5.49M
4
DOW icon
Dow Inc
DOW
+$5.31M
5
JPM icon
JPMorgan Chase
JPM
+$4.66M

Top Sells

1
+$21M
2
+$17.6M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$8.08M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.11M

Sector Composition

1 Technology 17.9%
2 Financials 15.02%
3 Healthcare 13.63%
4 Consumer Discretionary 10.12%
5 Industrials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-10,494
1802
– –
-11,817
1803
– –
-893
1804
– –
-68
1805
– –
-6,221
1806
– –
-7,375
1807
– –
-4,089
1808
– –
-49
1809
– –
-11,912
1810
– –
-6,387
1811
– –
-1,537
1812
– –
-563
1813
– –
-14,232
1814
– –
-20,471
1815
– –
-7,442
1816
– –
-18,170
1817
– –
-18,881
1818
– –
-191,979
1819
– –
-7,224
1820
– –
-15,599
1821
– –
-13,401
1822
– –
-18,760
1823
– –
-33,600
1824
– –
-20,869
1825
– –
-6,501
70 71 72
73
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