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
526
$1.51M 0.04%
58,624
-1,991
527
$1.51M 0.04%
39,641
-3,904
528
$1.51M 0.04%
9,073
+31
529
$1.5M 0.04%
62,987
+2,290
530
$1.5M 0.04%
24,759
-2,388
531
$1.49M 0.04%
25,291
+2,994
532
$1.49M 0.04%
79,976
+5,628
533
$1.49M 0.04%
9,344
+910
534
$1.49M 0.04%
41,477
+1,779
535
$1.48M 0.04%
25,979
-3,198
536
$1.48M 0.04%
29,808
-9,861
537
$1.48M 0.04%
35,948
+3,416
538
$1.48M 0.04%
9,862
+333
539
$1.48M 0.04%
28,257
+2,725
540
$1.47M 0.04%
11,853
+5,193
541
$1.47M 0.04%
39,333
+1,402
542
$1.47M 0.04%
19,408
+59
543
$1.47M 0.04%
14,586
+490
544
$1.47M 0.04%
28,221
-1,934
545
$1.46M 0.04%
22,505
+33
546
$1.46M 0.04%
12,502
+1,687
547
$1.46M 0.04%
95,365
+3,455
548
$1.46M 0.04%
9,607
+853
549
$1.45M 0.04%
63,168
+2,985
550
$1.45M 0.04%
26,039
+2,570
20 21
22
23 24