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
-$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,998
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.7M
3
+$11.7M
4
AMZN icon
Amazon
AMZN
+$9.41M
5
DASH icon
DoorDash
DASH
+$8.96M

Top Sells

1
+$6.56M
2
+$5.72M
3
+$3.17M
4
ALTR
Altair Engineering Inc
ALTR
+$2.95M
5
TKO icon
TKO Group
TKO
+$2.86M

Sector Composition

1 Technology 28.8%
2 Financials 14.49%
3 Consumer Discretionary 11.02%
4 Healthcare 10.88%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$24K ﹤0.01%
1,470
2002
$24K ﹤0.01%
3,138
+138
2003
$24K ﹤0.01%
6,494
+814
2004
$24K ﹤0.01%
3,850
2005
$23K ﹤0.01%
1,484
+204
2006
$23K ﹤0.01%
577
+70
2007
$23K ﹤0.01%
1,001
2008
$23K ﹤0.01%
1,907
+481
2009
$23K ﹤0.01%
866
+103
2010
$23K ﹤0.01%
642
2011
$23K ﹤0.01%
625
+67
2012
$23K ﹤0.01%
528
2013
$23K ﹤0.01%
1,993
+159
2014
$23K ﹤0.01%
599
+2
2015
$23K ﹤0.01%
2,363
+627
2016
$23K ﹤0.01%
312
+33
2017
$23K ﹤0.01%
541
+277
2018
$23K ﹤0.01%
1,057
+200
2019
$22K ﹤0.01%
2,590
+280
2020
$22K ﹤0.01%
1,373
+186
2021
$22K ﹤0.01%
271
+1
2022
$22K ﹤0.01%
1,632
+6
2023
$22K ﹤0.01%
573
2024
$22K ﹤0.01%
1,324
+568
2025
$22K ﹤0.01%
1,460
+118
79 80
81
82 83