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
$4.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,777
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$7.06M
3
+$5.55M
4
T icon
AT&T
T
+$5.46M
5
META icon
Meta Platforms (Facebook)
META
+$4.77M

Top Sells

1
+$9.14M
2
+$7.92M
3
+$7.5M
4
CMCSA icon
Comcast
CMCSA
+$2.73M
5
WTW icon
Willis Towers Watson
WTW
+$2.36M

Sector Composition

1 Technology 18.44%
2 Financials 14.89%
3 Healthcare 13.01%
4 Consumer Discretionary 10.83%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.14M 0.05%
102,722
+3,896
352
$2.14M 0.05%
44,807
+5,329
353
$2.14M 0.05%
43,584
+9,355
354
$2.13M 0.05%
49,159
+1,858
355
$2.13M 0.05%
24,991
+1,674
356
$2.13M 0.05%
73,375
+199
357
$2.13M 0.05%
16,178
+2,846
358
$2.13M 0.05%
47,936
-29
359
$2.13M 0.05%
170,195
+7,015
360
$2.11M 0.05%
40,072
-180
361
$2.11M 0.05%
18,293
-7,938
362
$2.1M 0.05%
35,509
+2,484
363
$2.09M 0.05%
8,934
+390
364
$2.08M 0.05%
+9,025
365
$2.08M 0.05%
140,896
+8,066
366
$2.07M 0.05%
50,140
-25,610
367
$2.06M 0.05%
20,687
-1,229
368
$2.05M 0.05%
54,098
-3,741
369
$2.05M 0.05%
127,568
-56,064
370
$2.05M 0.05%
57,084
+5,391
371
$2.05M 0.05%
58,051
+1,897
372
$2.05M 0.05%
20,823
+1,911
373
$2.04M 0.05%
49,817
+3,237
374
$2.04M 0.05%
58,242
-5,409
375
$2.04M 0.05%
16,268
-1,185
13 14
15
16 17