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
2026
$26K ﹤0.01%
1,480
2027
$26K ﹤0.01%
2,091
2028
$25K ﹤0.01%
1,664
2029
$25K ﹤0.01%
2,310
2030
$25K ﹤0.01%
4,391
2031
$25K ﹤0.01%
1,556
2032
$25K ﹤0.01%
859
2033
$25K ﹤0.01%
4,844
2034
$25K ﹤0.01%
2,230
2035
$25K ﹤0.01%
531
2036
$25K ﹤0.01%
386
2037
$25K ﹤0.01%
1,905
2038
$25K ﹤0.01%
1,377
2039
$25K ﹤0.01%
3,030
2040
$25K ﹤0.01%
3,000
2041
$25K ﹤0.01%
857
-233
2042
$25K ﹤0.01%
294
2043
$24K ﹤0.01%
2,311
2044
$24K ﹤0.01%
1,016
2045
$24K ﹤0.01%
1,657
2046
$24K ﹤0.01%
1,927
2047
$24K ﹤0.01%
3,159
2048
$24K ﹤0.01%
573
2049
$24K ﹤0.01%
3,337
2050
$24K ﹤0.01%
1,474