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
1501
$224K 0.01%
13,943
+2,044
1502
$223K 0.01%
10,058
+1,136
1503
$223K 0.01%
16,117
+310
1504
$223K 0.01%
+1,931
1505
$223K 0.01%
+4,575
1506
$223K 0.01%
15,298
+4,061
1507
$222K 0.01%
5,846
+618
1508
$222K 0.01%
+9,413
1509
$222K 0.01%
3,047
+99
1510
$221K 0.01%
4,761
+126
1511
$221K 0.01%
7,343
+1,253
1512
$221K 0.01%
44,826
-13,690
1513
$220K 0.01%
9,978
+292
1514
$220K 0.01%
7,185
+484
1515
$220K 0.01%
15,478
+4,294
1516
$220K 0.01%
9,569
+985
1517
$219K 0.01%
24,555
+407
1518
$219K 0.01%
+4,777
1519
$219K 0.01%
+3,998
1520
$218K 0.01%
+13,293
1521
$218K 0.01%
5,339
+564
1522
$218K 0.01%
9,225
-7
1523
$218K 0.01%
2,883
+102
1524
$218K 0.01%
+7,098
1525
$218K 0.01%
+7,411
59 60
61
62 63