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
$14B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,041
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$15.4M
3
+$8.12M
4
CVX icon
Chevron
CVX
+$7.99M
5
TLN
Talen Energy Corp
TLN
+$7.87M

Top Sells

1
+$7.89M
2
+$7.7M
3
+$7.48M
4
ANSS
Ansys
ANSS
+$6.13M
5
AAPL icon
Apple
AAPL
+$5.76M

Sector Composition

1 Technology 33.85%
2 Financials 13.28%
3 Consumer Discretionary 11.09%
4 Communication Services 9.46%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.3T
$988M 7.06%
5,297,553
+3,904
MSFT icon
2
Microsoft
MSFT
$3.66T
$854M 6.1%
1,649,677
+1,643
AAPL icon
3
Apple
AAPL
$4.12T
$841M 6.01%
3,302,365
-22,619
AMZN icon
4
Amazon
AMZN
$2.49T
$449M 3.21%
2,044,048
+477
META icon
5
Meta Platforms (Facebook)
META
$1.63T
$349M 2.5%
475,636
-5,489
AVGO icon
6
Broadcom
AVGO
$1.9T
$337M 2.4%
1,020,114
+5,400
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.86T
$299M 2.14%
1,230,291
-3,022
TSLA icon
8
Tesla
TSLA
$1.43T
$276M 1.97%
620,858
+7,332
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.86T
$242M 1.73%
992,936
-5,470
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.11T
$185M 1.32%
368,127
-6,484
JPM icon
11
JPMorgan Chase
JPM
$852B
$167M 1.19%
527,866
-13,288
V icon
12
Visa
V
$645B
$135M 0.97%
396,852
+3,346
LLY icon
13
Eli Lilly
LLY
$963B
$135M 0.96%
176,564
+3,829
NFLX icon
14
Netflix
NFLX
$456B
$117M 0.83%
973,390
+12,100
MA icon
15
Mastercard
MA
$494B
$110M 0.79%
193,710
+4,370
ORCL icon
16
Oracle
ORCL
$576B
$103M 0.74%
367,492
+9,785
COST icon
17
Costco
COST
$405B
$97.3M 0.7%
105,142
+1,248
WMT icon
18
Walmart
WMT
$881B
$94.9M 0.68%
920,367
-3,232
XOM icon
19
Exxon Mobil
XOM
$489B
$92.3M 0.66%
818,637
-20,688
ABBV icon
20
AbbVie
ABBV
$402B
$91.6M 0.65%
395,629
+5,829
PLTR icon
21
Palantir
PLTR
$401B
$90.2M 0.64%
494,414
+27,866
JNJ icon
22
Johnson & Johnson
JNJ
$499B
$87.2M 0.62%
470,031
-7,831
HD icon
23
Home Depot
HD
$355B
$86.3M 0.62%
212,934
+1,888
GE icon
24
GE Aerospace
GE
$315B
$71.4M 0.51%
237,466
+2,507
PG icon
25
Procter & Gamble
PG
$346B
$70.1M 0.5%
456,357
-8,203
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