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
$12.4B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,231
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.75M
3
+$4.59M
4
OVV icon
Ovintiv
OVV
+$4.51M
5
GTM
ZoomInfo Technologies
GTM
+$4.1M

Top Sells

1
+$26.8M
2
+$19.3M
3
+$18.2M
4
CVX icon
Chevron
CVX
+$14.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$13.5M

Sector Composition

1 Technology 26.96%
2 Healthcare 13.15%
3 Financials 12.02%
4 Consumer Discretionary 11.67%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$112K ﹤0.01%
9,732
+1,272
2027
$111K ﹤0.01%
3,850
+734
2028
$110K ﹤0.01%
12,072
+4,307
2029
$109K ﹤0.01%
10,484
+1,386
2030
$109K ﹤0.01%
6,294
+406
2031
$109K ﹤0.01%
11,374
+900
2032
$109K ﹤0.01%
19,526
-1,534
2033
$109K ﹤0.01%
6,724
+604
2034
$108K ﹤0.01%
9,825
+2,021
2035
$108K ﹤0.01%
1,057
+78
2036
$108K ﹤0.01%
1,025
-547
2037
$107K ﹤0.01%
8,214
+2,501
2038
$107K ﹤0.01%
8,557
-651
2039
$107K ﹤0.01%
5,668
-1,148
2040
$107K ﹤0.01%
4,210
-737
2041
$106K ﹤0.01%
7,772
-1,428
2042
$106K ﹤0.01%
12,714
+298
2043
$105K ﹤0.01%
11,266
-1,017
2044
$105K ﹤0.01%
13,845
-4,012
2045
$104K ﹤0.01%
15,525
+3,883
2046
$104K ﹤0.01%
5,795
+1,397
2047
$104K ﹤0.01%
1,612
-126
2048
$103K ﹤0.01%
5,127
-236
2049
$103K ﹤0.01%
2,657
-62
2050
$103K ﹤0.01%
8,683
+1,977
80 81
82
83 84