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
$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 26.98%
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
1
$784M 6.35%
4,043,440
-138,309
2
$689M 5.58%
2,023,132
-56,796
3
$313M 2.53%
2,402,350
-31,705
4
$276M 2.23%
6,517,800
-98,370
5
$196M 1.59%
1,639,101
-1,941
6
$190M 1.54%
726,603
+3,069
7
$172M 1.39%
1,421,220
-7,632
8
$170M 1.37%
591,328
+8,758
9
$157M 1.27%
459,622
-53,481
10
$120M 0.97%
249,866
-18,413
11
$118M 0.96%
1,103,514
-95,982
12
$115M 0.93%
482,395
-1,406
13
$110M 0.89%
666,668
-81,759
14
$109M 0.88%
232,786
-5,341
15
$109M 0.88%
748,909
-13,622
16
$99.9M 0.81%
658,629
-1,353
17
$99.2M 0.8%
1,143,110
+14,770
18
$97.4M 0.79%
247,548
+3,713
19
$87.8M 0.71%
760,729
+49,842
20
$86.3M 0.7%
277,717
-3,878
21
$71.5M 0.58%
385,909
-10,853
22
$70.5M 0.57%
447,932
-92,505
23
$69M 0.56%
128,219
-3,825
24
$66.5M 0.54%
493,682
-13,997
25
$64.6M 0.52%
1,232,247
+30,297
1
2 3 4 5