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
1826
– –
-3,183
1827
– –
-2,849
1828
– –
-18,732
1829
– –
-254
1830
– –
-2,511
1831
– –
-10,414
1832
– –
-2,816
1833
– –
-39,403
1834
– –
-8,047
1835
– –
-5,193
1836
– –
-6,251
1837
– –
-5,237
1838
– –
-1,073
1839
– –
-13,648
1840
– –
-11,278
70 71 72 73
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