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
$11.8B
AUM Growth
-$631M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$6.82M
3
+$6.38M
4
GXO icon
GXO Logistics
GXO
+$5.97M
5
JHG icon
Janus Henderson
JHG
+$5.65M

Top Sells

1
+$22.5M
2
+$22.3M
3
+$11.6M
4
AMZN icon
Amazon
AMZN
+$10.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.56M

Sector Composition

1 Technology 21.59%
2 Financials 14.53%
3 Healthcare 13.01%
4 Consumer Discretionary 12.03%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$188K ﹤0.01%
18,706
-1,383
2002
$187K ﹤0.01%
10,700
-819
2003
$186K ﹤0.01%
20,594
-1,017
2004
$186K ﹤0.01%
814
-11
2005
$185K ﹤0.01%
14,033
-817
2006
$184K ﹤0.01%
30,249
-1,515
2007
$179K ﹤0.01%
25,051
-253
2008
$179K ﹤0.01%
13,694
-165
2009
$179K ﹤0.01%
2,494
+999
2010
$179K ﹤0.01%
24,877
-851
2011
$177K ﹤0.01%
177
+14
2012
$177K ﹤0.01%
10,304
-832
2013
$176K ﹤0.01%
7,041
-357
2014
$176K ﹤0.01%
16,488
-959
2015
$176K ﹤0.01%
14,149
-48
2016
$176K ﹤0.01%
31,014
-1,554
2017
$176K ﹤0.01%
80,736
+304
2018
$175K ﹤0.01%
13,506
-937
2019
$173K ﹤0.01%
10,568
-544
2020
$171K ﹤0.01%
12,002
-1,058
2021
$170K ﹤0.01%
25,644
-1,770
2022
$167K ﹤0.01%
13,710
-125
2023
$167K ﹤0.01%
20,974
-1,061
2024
$166K ﹤0.01%
16,875
-1,169
2025
$165K ﹤0.01%
20,263
+728
79 80
81
82 83