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
826
$810K 0.02%
+32,254
827
$809K 0.02%
13,328
-5
828
$807K 0.02%
19,744
-61
829
$806K 0.02%
7,865
+996
830
$805K 0.02%
12,883
-6,684
831
$805K 0.02%
18,060
+2,017
832
$802K 0.02%
18,526
+248
833
$801K 0.02%
28,796
+12
834
$788K 0.02%
43,768
+1,875
835
$788K 0.02%
45,852
+5,111
836
$788K 0.02%
18,767
+296
837
$787K 0.02%
17,949
+5,165
838
$785K 0.02%
8,757
+1,046
839
$784K 0.02%
7,462
-26
840
$784K 0.02%
22,605
+6,271
841
$781K 0.02%
1,932
+271
842
$779K 0.02%
33,775
-21,913
843
$775K 0.02%
64,456
+129
844
$770K 0.02%
18,250
+2,115
845
$770K 0.02%
7,717
+876
846
$765K 0.02%
18,125
+23
847
$762K 0.02%
16,210
+1,062
848
$761K 0.02%
49,129
+1,723
849
$760K 0.02%
1,037
-4
850
$759K 0.02%
9,423
+1,282
32 33
34
35 36