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
1826
– –
-8,258
1827
– –
-7,741
1828
– –
-7,772
1829
– –
-8,655
1830
– –
-6,016
1831
– –
-3,935
1832
– –
-11,127
1833
– –
-8,009
1834
– –
-5,602
1835
– –
-7,463
1836
– –
-5,583
1837
– –
-6,248
1838
– –
-7,996
1839
– –
-267
1840
– –
-6,260
1841
– –
-3,687
1842
– –
-4,632
1843
– –
-9,323
1844
– –
-4,744
1845
– –
-10,354
1846
– –
-9,094
1847
– –
-5,194
1848
– –
-10,283
1849
– –
-6,598
1850
– –
-3,208
70 71 72 73
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