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
551
$1.45M 0.04%
11,024
-8,155
552
$1.45M 0.04%
14,802
+222
553
$1.45M 0.04%
23,239
+3,202
554
$1.44M 0.04%
34,278
+10,647
555
$1.44M 0.04%
40,372
+1,238
556
$1.44M 0.04%
32,816
+2,596
557
$1.43M 0.04%
19,578
-4,687
558
$1.43M 0.03%
83,923
+32,362
559
$1.43M 0.03%
7,669
-6,342
560
$1.42M 0.03%
11,293
-109
561
$1.42M 0.03%
9,639
+827
562
$1.41M 0.03%
31,304
+2,421
563
$1.41M 0.03%
14,398
+7,779
564
$1.41M 0.03%
45,564
+1,477
565
$1.41M 0.03%
67,314
+5,259
566
$1.41M 0.03%
7,072
+85
567
$1.41M 0.03%
+23,919
568
$1.41M 0.03%
28,824
+74
569
$1.41M 0.03%
39,926
-46
570
$1.4M 0.03%
39,134
-993
571
$1.4M 0.03%
20,264
+77
572
$1.4M 0.03%
13,186
+363
573
$1.39M 0.03%
21,869
+8
574
$1.39M 0.03%
38,786
+2,057
575
$1.39M 0.03%
34,990
-2,704
21 22
23
24 25