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
$11.7B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,987
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.3M
3
+$12.7M
4
MSFT icon
Microsoft
MSFT
+$11.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.5M

Top Sells

1
+$7.05M
2
+$6.4M
3
+$6.13M
4
IAA
IAA, Inc. Common Stock
IAA
+$4.47M
5
SIVB
SVB Financial Group
SIVB
+$3.59M

Sector Composition

1 Technology 25.08%
2 Healthcare 13.77%
3 Financials 12.54%
4 Consumer Discretionary 11.05%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$114K ﹤0.01%
27,780
-6,456
2002
$114K ﹤0.01%
1,007
-137
2003
$114K ﹤0.01%
6,684
-718
2004
$113K ﹤0.01%
9,724
-2,205
2005
$113K ﹤0.01%
52,022
-2,048
2006
$113K ﹤0.01%
11,621
-1,742
2007
$113K ﹤0.01%
5,480
-571
2008
$112K ﹤0.01%
11,397
-1,714
2009
$112K ﹤0.01%
6,526
-955
2010
$112K ﹤0.01%
5,636
-1,023
2011
$112K ﹤0.01%
1,296
-292
2012
$111K ﹤0.01%
11,745
-2,976
2013
$111K ﹤0.01%
6,045
-1,444
2014
$111K ﹤0.01%
6,010
-1,520
2015
$111K ﹤0.01%
9,288
-1,392
2016
$111K ﹤0.01%
7,390
-1,042
2017
$110K ﹤0.01%
8,073
-1,590
2018
$110K ﹤0.01%
4,818
-723
2019
$110K ﹤0.01%
3,466
-768
2020
$109K ﹤0.01%
5,363
-1,352
2021
$109K ﹤0.01%
5,352
+2,116
2022
$109K ﹤0.01%
10,971
-2,689
2023
$109K ﹤0.01%
25,512
-2,531
2024
$109K ﹤0.01%
4,729
-1,036
2025
$108K ﹤0.01%
26,563
-15,818
79 80
81
82 83