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
76
$9.58M 0.23%
187,395
+18,980
77
$9.47M 0.23%
32,613
+1,828
78
$9.33M 0.23%
196,012
+9,554
79
$9.23M 0.23%
68,811
+3,274
80
$9.11M 0.22%
173,738
+18,765
81
$8.97M 0.22%
117,598
+8,939
82
$8.95M 0.22%
53,007
+3,479
83
$8.95M 0.22%
112,680
+3,184
84
$8.91M 0.22%
71,598
+3,217
85
$8.77M 0.21%
38,618
+2,358
86
$8.66M 0.21%
44,852
+6,265
87
$8.42M 0.21%
130,865
+4,141
88
$8.38M 0.2%
52,575
+3,705
89
$8.33M 0.2%
35,659
-3,970
90
$8.17M 0.2%
60,503
+1,292
91
$8.16M 0.2%
44,462
+2,408
92
$8.07M 0.2%
47,441
+2,544
93
$8.01M 0.2%
39,270
+2,054
94
$7.92M 0.19%
15,871
+402
95
$7.85M 0.19%
89,706
+3,642
96
$7.83M 0.19%
32,908
+922
97
$7.83M 0.19%
25,440
+1,602
98
$7.79M 0.19%
26,578
+1,820
99
$7.77M 0.19%
38,048
+2,421
100
$7.74M 0.19%
92,538
+3,564
2 3
4
5 6