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
$2.01B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,546
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.75M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
ABT icon
Abbott
ABT
+$1.06M

Top Sells

1
+$23.4M
2
+$16.3M
3
+$11.2M
4
META icon
Meta Platforms (Facebook)
META
+$10.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.09M

Sector Composition

1 Financials 15.43%
2 Technology 15.04%
3 Healthcare 12.96%
4 Industrials 11.26%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$7K ﹤0.01%
1
1502
$6K ﹤0.01%
2,142
+155
1503
– –
-6,060
1504
– –
-4,253
1505
– –
-7,137
1506
– –
-6,613
1507
– –
-5,802
1508
– –
-7,953
1509
– –
-9,946
1510
– –
-6,751
1511
– –
-1,673
1512
– –
-1,217
1513
– –
-327
1514
– –
-609
1515
– –
-7,962
1516
– –
-3,352
1517
– –
-5,048
1518
– –
-7,707
1519
– –
-5,122
1520
– –
-10,511
1521
– –
-6,062
1522
– –
-8,393
1523
– –
-7,998
1524
– –
-2,075
1525
– –
-15,074
58 59 60
61
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