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
1526
– –
-9,837
1527
– –
-2,614
1528
– –
-20,490
1529
– –
-12,217
1530
– –
-6,262
1531
– –
-14,097
1532
– –
-6,565
1533
– –
-50,891
1534
– –
-12,891
1535
– –
-18,888
1536
– –
-21,745
1537
– –
-10,387
1538
– –
-8,326
1539
– –
-10,718
1540
– –
-13,713
1541
– –
-24,952
1542
– –
-14,124
1543
– –
-26,662
1544
– –
-9,168
1545
– –
-31,726
1546
– –
-9,165
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