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
$12.4B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,231
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.75M
3
+$4.59M
4
OVV icon
Ovintiv
OVV
+$4.51M
5
GTM
ZoomInfo Technologies
GTM
+$4.1M

Top Sells

1
+$26.8M
2
+$19.3M
3
+$18.2M
4
CVX icon
Chevron
CVX
+$14.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$13.5M

Sector Composition

1 Technology 26.96%
2 Healthcare 13.15%
3 Financials 12.02%
4 Consumer Discretionary 11.67%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.5M 0.09%
120,216
-8,500
177
$11.5M 0.09%
42,210
-519
178
$11M 0.09%
49,087
-1,517
179
$10.9M 0.09%
43,806
+1,550
180
$10.9M 0.09%
93,240
-9,643
181
$10.9M 0.09%
210,581
-5,083
182
$10.9M 0.09%
129,508
-6,395
183
$10.9M 0.09%
66,371
-4,691
184
$10.9M 0.09%
188,747
-4,596
185
$10.8M 0.09%
217,579
+410
186
$10.8M 0.09%
13,711
+363
187
$10.7M 0.09%
95,722
+1,318
188
$10.6M 0.09%
180,714
-21,968
189
$10.6M 0.09%
140,607
-28,239
190
$10.5M 0.09%
183,581
-20,864
191
$10.5M 0.09%
96,098
-2,012
192
$10.5M 0.09%
121,621
-3,354
193
$10.5M 0.09%
31,874
+1,112
194
$10.5M 0.08%
119,340
+3,552
195
$10.5M 0.08%
22,346
+223
196
$10.5M 0.08%
36,760
-934
197
$10.4M 0.08%
117,346
+4,557
198
$10.4M 0.08%
110,194
-4,674
199
$10.4M 0.08%
28,288
-991
200
$10.3M 0.08%
59,308
-2,670
6 7
8
9 10