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
1001
$531K 0.01%
41,554
-156
1002
$530K 0.01%
8,738
+227
1003
$529K 0.01%
18,200
+729
1004
$528K 0.01%
582
-97
1005
$527K 0.01%
8,016
+282
1006
$526K 0.01%
44,960
+4,755
1007
$524K 0.01%
15,082
+1,672
1008
$523K 0.01%
4,398
+826
1009
$523K 0.01%
23,739
+1,336
1010
$522K 0.01%
31,118
+4,561
1011
$521K 0.01%
12,063
+1,801
1012
$521K 0.01%
12,178
+376
1013
$520K 0.01%
8,232
-6
1014
$520K 0.01%
9,850
+104
1015
$519K 0.01%
44,990
-615
1016
$516K 0.01%
7,793
+892
1017
$513K 0.01%
6,113
+1,586
1018
$513K 0.01%
5,224
+671
1019
$512K 0.01%
26,752
-481
1020
$511K 0.01%
30,742
+973
1021
$511K 0.01%
22,486
-275
1022
$509K 0.01%
8,912
-19
1023
$508K 0.01%
7,194
+466
1024
$506K 0.01%
9,607
+448
1025
$506K 0.01%
+8,127
39 40
41
42 43