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
101
$7.72M 0.19%
162,918
+2,292
102
$7.68M 0.19%
187,241
+7,400
103
$7.58M 0.19%
356,508
-14,382
104
$7.55M 0.18%
163,436
+8,965
105
$7.42M 0.18%
114,474
+4,035
106
$7.31M 0.18%
44,594
+2,388
107
$7.24M 0.18%
52,227
+7,545
108
$7.14M 0.17%
90,350
+3,120
109
$7.08M 0.17%
89,612
+3,868
110
$7.06M 0.17%
50,484
+3,149
111
$6.96M 0.17%
43,992
+2,906
112
$6.87M 0.17%
36,841
+2,379
113
$6.78M 0.17%
24,830
+12,250
114
$6.76M 0.17%
39,772
+2,880
115
$6.75M 0.16%
206,314
+5,753
116
$6.69M 0.16%
134,547
+3,401
117
$6.66M 0.16%
61,781
+2,775
118
$6.64M 0.16%
47,091
+3,050
119
$6.62M 0.16%
168,080
+5,469
120
$6.56M 0.16%
121,701
-1,169
121
$6.56M 0.16%
109,235
-1,155
122
$6.52M 0.16%
285,315
+24,375
123
$6.44M 0.16%
75,646
+3,695
124
$6.44M 0.16%
93,141
+12,277
125
$6.39M 0.16%
23,536
+1,590
3 4
5
6 7