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
$12.2B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$7.73M
4
FLEX icon
Flex
FLEX
+$6.3M
5
BA icon
Boeing
BA
+$4.75M

Top Sells

1
+$16.9M
2
+$16.5M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$9.36M
5
META icon
Meta Platforms (Facebook)
META
+$8.86M

Sector Composition

1 Technology 30.88%
2 Financials 13.55%
3 Consumer Discretionary 11.99%
4 Healthcare 9.95%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$816K 0.01%
36,781
-198
1127
$816K 0.01%
12,492
1128
$812K 0.01%
35,457
-194
1129
$812K 0.01%
38,610
+13,053
1130
$811K 0.01%
7,679
-16
1131
$805K 0.01%
7,317
-41
1132
$804K 0.01%
6,627
+25
1133
$798K 0.01%
12,425
-64
1134
$797K 0.01%
10,089
-64
1135
$793K 0.01%
17,804
-299
1136
$790K 0.01%
14,385
1137
$787K 0.01%
17,364
+53
1138
$785K 0.01%
33,736
1139
$780K 0.01%
36,272
+724
1140
$780K 0.01%
5,891
+4,670
1141
$774K 0.01%
6,293
-188
1142
$772K 0.01%
29,602
-280
1143
$769K 0.01%
7,438
-50
1144
$769K 0.01%
14,050
-107
1145
$764K 0.01%
55,161
-324
1146
$763K 0.01%
28,117
+863
1147
$762K 0.01%
4,553
-129
1148
$758K 0.01%
75,458
-150
1149
$756K 0.01%
7,052
+92
1150
$755K 0.01%
36,041
-1,024
44 45
46
47 48