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
651
$1.23M 0.03%
44,708
-870
652
$1.23M 0.03%
35,291
+359
653
$1.22M 0.03%
11,291
+813
654
$1.22M 0.03%
3,798
+1,521
655
$1.22M 0.03%
17,447
+2,606
656
$1.22M 0.03%
22,714
-4,678
657
$1.22M 0.03%
18,028
-364
658
$1.22M 0.03%
4,224
+31
659
$1.22M 0.03%
10,930
+246
660
$1.22M 0.03%
11,774
+615
661
$1.22M 0.03%
24,127
+9,865
662
$1.22M 0.03%
74,078
+30,064
663
$1.22M 0.03%
29,166
+2,762
664
$1.22M 0.03%
46,229
+4,385
665
$1.21M 0.03%
41,414
+956
666
$1.21M 0.03%
112,780
+94,785
667
$1.2M 0.03%
26,961
-2,706
668
$1.2M 0.03%
21,247
+1,429
669
$1.2M 0.03%
45,420
+4,404
670
$1.2M 0.03%
63,321
-862
671
$1.19M 0.03%
1,628
+121
672
$1.19M 0.03%
16,657
+5
673
$1.19M 0.03%
11,681
-1,170
674
$1.19M 0.03%
9,370
-310
675
$1.18M 0.03%
11,272
+749
25 26
27
28 29