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
$12.2B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$7.73M
4
FLEX icon
Flex
FLEX
+$6.3M
5
BA icon
Boeing
BA
+$4.75M

Top Sells

1
+$16.9M
2
+$16.5M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$9.36M
5
META icon
Meta Platforms (Facebook)
META
+$8.86M

Sector Composition

1 Technology 30.88%
2 Financials 13.55%
3 Consumer Discretionary 11.99%
4 Healthcare 9.95%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
– –
-5,546
3002
– –
-44,253
3003
– –
-1,440
3004
– –
-1,039
3005
– –
-3,323
3006
– –
-926
3007
– –
-1,995
3008
– –
-5,121
3009
– –
-171
3010
– –
-40,182
3011
– –
-1,076
3012
– –
-10,339
3013
– –
-1
3014
$0 ﹤0.01%
103
3015
– –
-841
3016
– –
-17,201
3017
– –
-1,014
3018
– –
-14,816
3019
– –
-2,625
117 118 119 120
121