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
2026
$27K ﹤0.01%
7,478
2027
$27K ﹤0.01%
3,850
2028
$27K ﹤0.01%
1,863
2029
$27K ﹤0.01%
1,606
2030
$26K ﹤0.01%
424
2031
$26K ﹤0.01%
680
2032
$26K ﹤0.01%
4,302
2033
$26K ﹤0.01%
2,127
2034
$26K ﹤0.01%
1,778
2035
$26K ﹤0.01%
1,864
2036
$26K ﹤0.01%
1,140
2037
$25K ﹤0.01%
3,065
2038
$25K ﹤0.01%
2,670
2039
$25K ﹤0.01%
4,391
2040
$25K ﹤0.01%
1,782
-356
2041
$25K ﹤0.01%
1,927
2042
$25K ﹤0.01%
5,691
2043
$25K ﹤0.01%
573
2044
$25K ﹤0.01%
990
2045
$25K ﹤0.01%
391
2046
$25K ﹤0.01%
2,276
2047
$25K ﹤0.01%
3,615
2048
$25K ﹤0.01%
558
2049
$25K ﹤0.01%
963
2050
$25K ﹤0.01%
1,347