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
$12.1B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.1M
3
+$13.1M
4
COST icon
Costco
COST
+$13M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1
+$4.64M
2
+$4.13M
3
+$3.44M
4
HPE icon
Hewlett Packard
HPE
+$3.39M
5
TSLA icon
Tesla
TSLA
+$3.15M

Sector Composition

1 Technology 30.07%
2 Financials 12.92%
3 Healthcare 11.34%
4 Consumer Discretionary 11.03%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$29K ﹤0.01%
317
2002
$29K ﹤0.01%
642
2003
$29K ﹤0.01%
758
2004
$29K ﹤0.01%
2,625
2005
$29K ﹤0.01%
1,781
2006
$28K ﹤0.01%
1,181
2007
$28K ﹤0.01%
3,326
2008
$28K ﹤0.01%
353
2009
$28K ﹤0.01%
1,001
2010
$28K ﹤0.01%
568
2011
$28K ﹤0.01%
1,748
-295
2012
$28K ﹤0.01%
1,439
2013
$28K ﹤0.01%
1,116
2014
$28K ﹤0.01%
717
2015
$28K ﹤0.01%
1,528
2016
$28K ﹤0.01%
1,437
2017
$28K ﹤0.01%
996
2018
$28K ﹤0.01%
4,089
2019
$28K ﹤0.01%
926
2020
$28K ﹤0.01%
841
2021
$27K ﹤0.01%
4,844
2022
$27K ﹤0.01%
1,954
2023
$27K ﹤0.01%
7,478
2024
$27K ﹤0.01%
3,850
2025
$27K ﹤0.01%
1,863
79 80
81
82 83