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
1801
– –
-55
1802
– –
-9,424
1803
– –
-5,373
1804
– –
-5,418
1805
– –
-6,414
1806
– –
-7,050
1807
– –
-9,379
1808
– –
-8,024
1809
– –
-3,553
1810
– –
-9,108
1811
– –
-6,505
1812
– –
-2,439
1813
– –
-3,550
1814
– –
-7,278
1815
– –
-6,614
1816
– –
-9,874
1817
– –
-2,481
1818
– –
-4,141
1819
– –
-9,010
1820
– –
-10,084
1821
– –
-6,732
1822
– –
-4,750
1823
– –
-5,953
1824
– –
-8,727
1825
– –
-10,960
70 71 72
73
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