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
201
$10.3M 0.08%
41,688
-160
202
$10.3M 0.08%
146,871
-6,389
203
$10.2M 0.08%
84,300
-1,519
204
$10.2M 0.08%
337,141
-7,215
205
$10.2M 0.08%
63,081
+2,607
206
$10.2M 0.08%
250,214
-10,672
207
$10.2M 0.08%
69,954
-1,863
208
$10.1M 0.08%
59,554
-8,494
209
$10M 0.08%
307,441
-10,949
210
$9.98M 0.08%
134,538
-8,574
211
$9.98M 0.08%
53,976
-28
212
$9.88M 0.08%
91,526
-5,101
213
$9.84M 0.08%
121,650
-799
214
$9.82M 0.08%
164,325
+1,337
215
$9.79M 0.08%
72,000
-3,538
216
$9.75M 0.08%
87,143
-8,553
217
$9.73M 0.08%
79,973
-2,983
218
$9.69M 0.08%
328,494
+4,972
219
$9.64M 0.08%
181,092
-5,802
220
$9.61M 0.08%
142,496
-3,093
221
$9.59M 0.08%
83,061
-2,947
222
$9.59M 0.08%
79,752
-4,009
223
$9.55M 0.08%
99,365
-1,503
224
$9.52M 0.08%
106,955
+112
225
$9.49M 0.08%
49,308
-2,326
7 8
9
10 11