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
$11.7B
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,186
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.4M
3
+$9.7M
4
GEV icon
GE Vernova
GEV
+$9.47M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$7.01M

Top Sells

1
+$12.6M
2
+$10.6M
3
+$9.8M
4
GE icon
GE Aerospace
GE
+$9.1M
5
NVDA icon
NVIDIA
NVDA
+$8.17M

Sector Composition

1 Technology 30.28%
2 Financials 12.6%
3 Healthcare 11.24%
4 Consumer Discretionary 11.08%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$29K ﹤0.01%
1,448
2002
$28K ﹤0.01%
+1,181
2003
$28K ﹤0.01%
1,009
2004
$28K ﹤0.01%
+2,127
2005
$28K ﹤0.01%
3,159
2006
$28K ﹤0.01%
1,218
+431
2007
$28K ﹤0.01%
1,696
+98
2008
$28K ﹤0.01%
3,871
-17,967
2009
$28K ﹤0.01%
8,185
2010
$28K ﹤0.01%
+1,198
2011
$28K ﹤0.01%
2,043
2012
$28K ﹤0.01%
2,625
+270
2013
$27K ﹤0.01%
4,656
2014
$27K ﹤0.01%
1,752
2015
$27K ﹤0.01%
457
2016
$27K ﹤0.01%
2,141
-1,406
2017
$27K ﹤0.01%
1,668
-365
2018
$27K ﹤0.01%
990
2019
$27K ﹤0.01%
391
+43
2020
$27K ﹤0.01%
1,610
2021
$27K ﹤0.01%
3,824
2022
$27K ﹤0.01%
979
2023
$27K ﹤0.01%
1,034
2024
$26K ﹤0.01%
4,144
2025
$26K ﹤0.01%
317
79 80
81
82 83