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
$4.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,777
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$7.06M
3
+$5.55M
4
T icon
AT&T
T
+$5.46M
5
META icon
Meta Platforms (Facebook)
META
+$4.77M

Top Sells

1
+$9.14M
2
+$7.92M
3
+$7.5M
4
CMCSA icon
Comcast
CMCSA
+$2.73M
5
WTW icon
Willis Towers Watson
WTW
+$2.36M

Sector Composition

1 Technology 18.44%
2 Financials 14.89%
3 Healthcare 13.01%
4 Consumer Discretionary 10.83%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.71M 0.09%
27,622
+1,697
202
$3.7M 0.09%
40,336
+1,148
203
$3.65M 0.09%
74,969
+4,723
204
$3.64M 0.09%
127,034
+5,984
205
$3.63M 0.09%
27,252
+1,084
206
$3.55M 0.09%
97,443
+4,476
207
$3.54M 0.09%
46,355
-854
208
$3.53M 0.09%
29,100
+13,740
209
$3.52M 0.09%
64,944
+2,034
210
$3.48M 0.08%
49,353
+4,334
211
$3.47M 0.08%
104,059
+8,693
212
$3.47M 0.08%
44,387
-5,003
213
$3.45M 0.08%
43,637
+13,002
214
$3.44M 0.08%
188,805
+5,235
215
$3.42M 0.08%
50,064
+3,000
216
$3.4M 0.08%
76,781
-2,900
217
$3.38M 0.08%
32,601
-4,517
218
$3.38M 0.08%
225,288
+32,429
219
$3.29M 0.08%
71,883
+3,165
220
$3.29M 0.08%
41,879
+3,549
221
$3.27M 0.08%
71,892
+5,004
222
$3.25M 0.08%
19,572
+775
223
$3.19M 0.08%
18,737
+999
224
$3.19M 0.08%
184,631
+10,338
225
$3.13M 0.08%
110,037
-9,910
7 8
9
10 11