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
$4.28B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,841
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.96M
3
+$5.49M
4
DOW icon
Dow Inc
DOW
+$5.31M
5
JPM icon
JPMorgan Chase
JPM
+$4.66M

Top Sells

1
+$21M
2
+$17.6M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$8.08M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.11M

Sector Composition

1 Technology 17.93%
2 Financials 15.02%
3 Healthcare 13.63%
4 Consumer Discretionary 10.12%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8M 0.35%
514,100
-62,380
52
$14.3M 0.33%
124,486
-20,813
53
$14.3M 0.33%
196,326
-32,057
54
$14.1M 0.33%
275,104
+31,700
55
$13.8M 0.32%
164,158
-22,363
56
$13.5M 0.31%
160,856
-21,580
57
$13.2M 0.31%
90,841
-8,075
58
$13.1M 0.31%
249,657
+28,979
59
$13M 0.3%
102,668
+12,252
60
$12.8M 0.3%
3,113,720
-406,840
61
$12.7M 0.3%
114,252
-10,951
62
$12.5M 0.29%
42,370
+5,615
63
$12.3M 0.29%
161,510
+7,357
64
$12.3M 0.29%
181,417
-4,978
65
$12.2M 0.28%
257,152
-26,831
66
$11.9M 0.28%
58,330
-7,870
67
$11.9M 0.28%
32,805
-3,878
68
$11.6M 0.27%
94,198
-6,701
69
$11M 0.26%
204,548
+21,647
70
$10.9M 0.26%
208,559
+14,802
71
$10.8M 0.25%
79,505
-6,041
72
$10.8M 0.25%
5,738
-1,238
73
$10.7M 0.25%
105,681
-16,150
74
$10.3M 0.24%
65,650
-6,550
75
$10.3M 0.24%
227,701
-510
1 2
3
4 5