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
$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 18.47%
2 Financials 14.89%
3 Healthcare 13.01%
4 Consumer Discretionary 10.83%
5 Industrials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.2M 0.62%
574,005
+32,100
27
$23.6M 0.58%
216,892
+11,652
28
$23.2M 0.57%
221,475
+11,424
29
$22.9M 0.56%
246,871
+13,352
30
$22M 0.54%
328,990
+8,665
31
$21.6M 0.53%
3,649,840
+235,680
32
$21.4M 0.52%
368,850
+8,584
33
$19.7M 0.48%
148,387
-7,886
34
$19.4M 0.47%
589,843
-83,092
35
$18.9M 0.46%
141,679
+17,757
36
$18.9M 0.46%
102,406
+8,861
37
$18.7M 0.46%
76,759
+4,398
38
$17.3M 0.42%
104,949
+2,973
39
$16.9M 0.41%
153,013
+8,333
40
$16.8M 0.41%
118,719
+4,884
41
$16.7M 0.41%
379,792
+9,486
42
$16.6M 0.41%
291,825
+15,975
43
$16.5M 0.4%
105,448
-11,555
44
$16.4M 0.4%
100,435
+9,583
45
$15.9M 0.39%
196,840
+3,683
46
$15.8M 0.39%
552,864
+15,312
47
$15.7M 0.38%
113,559
+5,765
48
$15.7M 0.38%
196,710
+5,727
49
$15.4M 0.38%
94,970
+34,200
50
$15.4M 0.38%
184,541
+18,651
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