AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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 22.79%
2 Healthcare 15.1%
3 Financials 12.71%
4 Consumer Discretionary 10.07%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-3,553
1827
– –
-9,108
1828
– –
-6,505
1829
– –
-2,439
1830
– –
-3,550
1831
– –
-7,278
1832
– –
-6,614
1833
– –
-9,874
1834
– –
-2,481
1835
– –
-4,141
1836
– –
-9,010
1837
– –
-10,084
1838
– –
-6,732
1839
– –
-4,750
1840
– –
-5,953
1841
– –
-8,727
1842
– –
-10,960
1843
– –
-8,258
1844
– –
-7,741
1845
– –
-7,772
1846
– –
-8,655
1847
– –
-6,016
1848
– –
-3,935
1849
– –
-11,127
1850
– –
-8,009
70 71 72 73
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