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
$12.2B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$7.73M
4
FLEX icon
Flex
FLEX
+$6.3M
5
BA icon
Boeing
BA
+$4.75M

Top Sells

1
+$16.9M
2
+$16.5M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$9.36M
5
META icon
Meta Platforms (Facebook)
META
+$8.86M

Sector Composition

1 Technology 30.88%
2 Financials 13.55%
3 Consumer Discretionary 11.99%
4 Healthcare 9.95%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$28K ﹤0.01%
758
2002
$28K ﹤0.01%
419
2003
$28K ﹤0.01%
4,420
-576
2004
$28K ﹤0.01%
997
2005
$28K ﹤0.01%
3,632
2006
$28K ﹤0.01%
1,198
2007
$27K ﹤0.01%
1,626
2008
$27K ﹤0.01%
1,218
2009
$27K ﹤0.01%
642
2010
$27K ﹤0.01%
4,427
2011
$27K ﹤0.01%
878
2012
$27K ﹤0.01%
3,615
2013
$27K ﹤0.01%
311
2014
$27K ﹤0.01%
717
2015
$27K ﹤0.01%
8,185
2016
$27K ﹤0.01%
3,853
2017
$27K ﹤0.01%
1,001
2018
$27K ﹤0.01%
2,140
2019
$26K ﹤0.01%
424
2020
$26K ﹤0.01%
1,088
2021
$26K ﹤0.01%
1,470
2022
$26K ﹤0.01%
1,403
2023
$26K ﹤0.01%
3,389
2024
$26K ﹤0.01%
1,799
2025
$26K ﹤0.01%
963
79 80
81
82 83