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
51
$15.2M 0.37%
7,515
+325
52
$15.1M 0.37%
231,871
-947
53
$15.1M 0.37%
620,790
+27,730
54
$15M 0.37%
110,087
+9,536
55
$14.9M 0.36%
174,313
+3,256
56
$14.3M 0.35%
68,228
+4,235
57
$13.7M 0.33%
193,270
+10,671
58
$13.5M 0.33%
221,154
+9,773
59
$13M 0.32%
234,425
+11,602
60
$12.3M 0.3%
129,045
+6,932
61
$12.2M 0.3%
89,586
+7,075
62
$12.1M 0.29%
153,138
+5,552
63
$12M 0.29%
140,372
-2,658
64
$12M 0.29%
178,530
+5,471
65
$11.4M 0.28%
107,769
+6,686
66
$11.3M 0.28%
38,152
+2,442
67
$10.8M 0.26%
52,302
-1,355
68
$10.7M 0.26%
190,890
+6,856
69
$10.3M 0.25%
210,873
+9,396
70
$10.3M 0.25%
104,671
+14,933
71
$10.1M 0.25%
242,580
+9,428
72
$10M 0.25%
45,553
+1,750
73
$9.93M 0.24%
198,610
+4,309
74
$9.88M 0.24%
68,508
+6,334
75
$9.87M 0.24%
141,706
+4,318
1 2
3
4 5