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
1226
$348K 0.01%
17,481
-9,501
1227
$347K 0.01%
8,934
+1,546
1228
$347K 0.01%
+18,730
1229
$346K 0.01%
6,485
+1,267
1230
$346K 0.01%
8,085
+301
1231
$346K 0.01%
3,608
+146
1232
$345K 0.01%
4,648
-1,757
1233
$345K 0.01%
10,987
+743
1234
$345K 0.01%
31,787
-11,179
1235
$345K 0.01%
7,624
+2,420
1236
$343K 0.01%
+10,958
1237
$342K 0.01%
9,370
+1,080
1238
$341K 0.01%
2,611
+171
1239
$341K 0.01%
9,368
-3,602
1240
$340K 0.01%
15,146
+436
1241
$340K 0.01%
1,639
+160
1242
$340K 0.01%
4,166
-994
1243
$339K 0.01%
19,023
+607
1244
$339K 0.01%
4,329
+343
1245
$338K 0.01%
4,176
+554
1246
$337K 0.01%
11,442
+1,451
1247
$336K 0.01%
6,351
+195
1248
$336K 0.01%
7,165
+921
1249
$336K 0.01%
11,252
+3,290
1250
$335K 0.01%
7,426
+839
48 49
50
51 52