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
1051
$478K 0.01%
23,661
+2,885
1052
$478K 0.01%
24,030
+684
1053
$478K 0.01%
9,249
+1,130
1054
$478K 0.01%
29,463
+858
1055
$477K 0.01%
15,872
+1,950
1056
$473K 0.01%
6,610
+347
1057
$473K 0.01%
13,140
+800
1058
$472K 0.01%
10,372
+2,109
1059
$472K 0.01%
13,260
+3,740
1060
$472K 0.01%
19,954
+6,415
1061
$471K 0.01%
17,104
+807
1062
$468K 0.01%
8,508
+318
1063
$467K 0.01%
12,042
+4,232
1064
$466K 0.01%
4,931
+578
1065
$466K 0.01%
10,375
+1,920
1066
$466K 0.01%
24,486
+805
1067
$465K 0.01%
3,607
+481
1068
$463K 0.01%
5,487
+864
1069
$463K 0.01%
35,945
+6,305
1070
$462K 0.01%
4,917
+178
1071
$461K 0.01%
13,302
+1,374
1072
$461K 0.01%
11,118
+313
1073
$460K 0.01%
18,665
+1,904
1074
$458K 0.01%
13,902
+1,802
1075
$458K 0.01%
11,302
+461
41 42
43
44 45