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
1751
– –
-96,645
1752
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-64,285
1753
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-10,955
1754
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-7,195
1755
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-43,157
1756
– –
-10,812
1757
– –
-25,759
1758
– –
-4,784
1759
– –
-37,166
1760
– –
-15,244
1761
– –
-28,397
1762
– –
-11,935
1763
– –
-7,306
1764
– –
-48
1765
– –
-10,013
1766
– –
-13,349
1767
– –
-5,018
1768
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-3,731
1769
– –
-20,594
1770
– –
-11,305
1771
– –
-15,516
1772
– –
-3,759
1773
– –
-13,282
1774
– –
-10,420
1775
– –
-19,995
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