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
$12.2B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$7.73M
4
FLEX icon
Flex
FLEX
+$6.3M
5
BA icon
Boeing
BA
+$4.75M

Top Sells

1
+$16.9M
2
+$16.5M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$9.36M
5
META icon
Meta Platforms (Facebook)
META
+$8.86M

Sector Composition

1 Technology 30.88%
2 Financials 13.55%
3 Consumer Discretionary 11.99%
4 Healthcare 9.95%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.6M 0.28%
179,302
-3,636
52
$33.6M 0.28%
113,193
-2,848
53
$33.3M 0.27%
833,582
-13,881
54
$33M 0.27%
1,450,430
+25,211
55
$31.8M 0.26%
420,796
-2,286
56
$30.7M 0.25%
264,967
-643
57
$30.5M 0.25%
61,293
-1,985
58
$30.4M 0.25%
127,074
-3,557
59
$30.2M 0.25%
250,053
+970
60
$29.5M 0.24%
234,340
-6,918
61
$29.4M 0.24%
28,711
+489
62
$29.1M 0.24%
406,610
-2,175
63
$29.1M 0.24%
128,908
-1,600
64
$28.8M 0.24%
1,085,441
-28,055
65
$28.6M 0.24%
109,862
-3,948
66
$28.3M 0.23%
123,238
-4,948
67
$27.9M 0.23%
171,752
-12,259
68
$27.7M 0.23%
121,273
-3,639
69
$27.6M 0.23%
735,929
-27,943
70
$27.4M 0.23%
111,045
-1,956
71
$27.2M 0.22%
92,767
+4,756
72
$26.8M 0.22%
80,709
-4,750
73
$25.9M 0.21%
429,556
-5,505
74
$25.9M 0.21%
150,080
-1,673
75
$25.9M 0.21%
289,534
-6,770
1 2
3
4 5