AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.23%
This Quarter Est. Return
1 Year Est. Return
+27.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,201
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$20.6M
3
+$16.8M
4
COF icon
Capital One
COF
+$10M
5
COIN icon
Coinbase
COIN
+$9.53M

Top Sells

1
+$8.46M
2
+$8.42M
3
+$8.3M
4
WMT icon
Walmart
WMT
+$6.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.94M

Sector Composition

1 Technology 32.42%
2 Financials 13.83%
3 Consumer Discretionary 11.07%
4 Industrials 9.4%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
51
Caterpillar
CAT
$273B
$36.3M 0.28%
93,396
-5,335
AXP icon
52
American Express
AXP
$247B
$36.2M 0.28%
113,592
-759
VZ icon
53
Verizon
VZ
$164B
$36M 0.28%
831,794
-9,581
ADBE icon
54
Adobe
ADBE
$142B
$35.9M 0.28%
92,845
-221
PEP icon
55
PepsiCo
PEP
$202B
$35.6M 0.28%
269,884
-18,041
QCOM icon
56
Qualcomm
QCOM
$191B
$34.8M 0.27%
218,323
-20,512
PGR icon
57
Progressive
PGR
$121B
$33.2M 0.26%
124,522
-4,449
MS icon
58
Morgan Stanley
MS
$263B
$33.2M 0.26%
235,470
-1,558
GEV icon
59
GE Vernova
GEV
$156B
$33.1M 0.26%
62,493
+8,174
SPGI icon
60
S&P Global
SPGI
$150B
$33M 0.25%
62,548
+554
BSX icon
61
Boston Scientific
BSX
$149B
$32.3M 0.25%
300,999
+8,559
AMGN icon
62
Amgen
AMGN
$157B
$31.8M 0.25%
114,021
+1,767
C icon
63
Citigroup
C
$179B
$31.4M 0.24%
368,890
+1,947
BLK icon
64
Blackrock
BLK
$170B
$30.8M 0.24%
29,340
+336
BA icon
65
Boeing
BA
$152B
$30.7M 0.24%
146,463
-997
SCHW icon
66
Charles Schwab
SCHW
$171B
$30.5M 0.24%
334,552
+765
TJX icon
67
TJX Companies
TJX
$158B
$30.2M 0.23%
244,526
-6,755
GILD icon
68
Gilead Sciences
GILD
$147B
$30M 0.23%
270,927
+22,916
PANW icon
69
Palo Alto Networks
PANW
$148B
$29.9M 0.23%
146,174
+4,744
AMAT icon
70
Applied Materials
AMAT
$185B
$29.8M 0.23%
162,548
-10,288
TMO icon
71
Thermo Fisher Scientific
TMO
$210B
$29.6M 0.23%
72,935
-1,507
ADP icon
72
Automatic Data Processing
ADP
$106B
$29.5M 0.23%
95,571
+1,967
HON icon
73
Honeywell
HON
$127B
$29.1M 0.23%
125,171
-5,459
NEE icon
74
NextEra Energy
NEE
$170B
$27.9M 0.22%
401,661
-8,542
SYK icon
75
Stryker
SYK
$141B
$27.8M 0.21%
70,184
-1,748
1 2
3
4 5