AB

Amalgamated Bank Portfolio holdings

AUM $13.9B
1-Year Est. Return 26.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.82%
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 +$7.06M
2 +$6.94M
3 +$5.66M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$5.5M
5
META icon
Meta Platforms (Facebook)
META
+$4.43M

Top Sells

1 +$9.14M
2 +$7.92M
3 +$7.5M
4
CMCSA icon
Comcast
CMCSA
+$2.71M
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 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$362K 0.01%
5,922
-56
1202
$362K 0.01%
5,508
+638
1203
$361K 0.01%
17,084
+654
1204
$361K 0.01%
7,143
+2,335
1205
$360K 0.01%
9,385
+240
1206
$360K 0.01%
3,989
+494
1207
$360K 0.01%
9,277
+181
1208
$359K 0.01%
29,255
+813
1209
$358K 0.01%
6,813
+204
1210
$358K 0.01%
15,351
-4,093
1211
$357K 0.01%
14,660
+442
1212
$356K 0.01%
10,640
+1,418
1213
$355K 0.01%
11,581
+1,165
1214
$355K 0.01%
12,733
+1,562
1215
$354K 0.01%
34,566
+1,954
1216
$354K 0.01%
4,438
+695
1217
$353K 0.01%
15,023
-3,581
1218
$353K 0.01%
9,653
+1,020
1219
$352K 0.01%
7,200
+197
1220
$352K 0.01%
3,277
+417
1221
$351K 0.01%
3,709
+315
1222
$351K 0.01%
5,939
+176
1223
$350K 0.01%
12,843
+716
1224
$349K 0.01%
41,431
+2,059
1225
$349K 0.01%
5,959
+1,795