AB

Amalgamated Bank Portfolio holdings

AUM $13.9B
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.93M
3
+$4.6M
4
ACGL icon
Arch Capital
ACGL
+$4.58M
5
AMZN icon
Amazon
AMZN
+$3.64M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$9.67M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.55M
5
CVX icon
Chevron
CVX
+$9.17M

Sector Composition

1 Technology 21.82%
2 Healthcare 14.78%
3 Financials 14.07%
4 Consumer Discretionary 10.66%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$138K ﹤0.01%
6,051
+1,576
2002
$138K ﹤0.01%
17,049
2003
$137K ﹤0.01%
7,489
-386
2004
$137K ﹤0.01%
17,823
2005
$136K ﹤0.01%
15,702
2006
$136K ﹤0.01%
40,684
+1,145
2007
$136K ﹤0.01%
4,664
-495
2008
$135K ﹤0.01%
16,478
2009
$135K ﹤0.01%
28,534
+4,865
2010
$135K ﹤0.01%
13,378
2011
$135K ﹤0.01%
1,830
2012
$135K ﹤0.01%
13,660
+183
2013
$135K ﹤0.01%
9,699
-1,144
2014
$134K ﹤0.01%
+9,663
2015
$134K ﹤0.01%
12,884
2016
$134K ﹤0.01%
5,452
+835
2017
$133K ﹤0.01%
19,827
2018
$133K ﹤0.01%
11,872
2019
$133K ﹤0.01%
3,958
-325
2020
$133K ﹤0.01%
3,445
+89
2021
$132K ﹤0.01%
3,541
2022
$132K ﹤0.01%
9,833
2023
$132K ﹤0.01%
3,760
-383
2024
$131K ﹤0.01%
1,163
2025
$131K ﹤0.01%
54,070
79 80
81
82 83