AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$5.92M
3
+$4.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.84M
5
GE icon
GE Aerospace
GE
+$2.82M

Top Sells

1
+$989K
2
+$954K
3
+$866K
4
BRCM
BROADCOM CORP CL-A
BRCM
+$852K
5
CB
CHUBB CORPORATION
CB
+$798K

Sector Composition

1 Technology 13.67%
2 Financials 13.13%
3 Healthcare 13.09%
4 Industrials 11.68%
5 Consumer Discretionary 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 2.42%
910,124
+217,288
2
$16.9M 1.65%
306,378
+76,130
3
$11.1M 1.08%
91,611
+71,228
4
$10.9M 1.06%
100,524
+26,272
5
$10.7M 1.04%
70,095
+18,489
6
$9.91M 0.97%
86,865
+20,628
7
$9.52M 0.93%
67,099
+17,658
8
$9.11M 0.89%
108,968
-766
9
$9.01M 0.88%
303,600
+72,320
10
$8.76M 0.85%
229,660
+54,680
11
$8.72M 0.85%
234,200
+55,640
12
$8.7M 0.85%
160,877
+38,619
13
$8.69M 0.85%
293,563
+76,485
14
$8.05M 0.78%
166,393
+44,058
15
$7.96M 0.78%
96,647
+25,315
16
$7.84M 0.76%
132,479
+35,174
17
$7.22M 0.7%
155,660
+36,973
18
$6.86M 0.67%
51,413
+12,287
19
$6.57M 0.64%
66,127
+15,922
20
$6.51M 0.63%
231,364
+60,731
21
$5.99M 0.58%
196,144
+47,276
22
$5.99M 0.58%
58,452
+13,885
23
$5.93M 0.58%
77,534
+18,335
24
$5.53M 0.54%
170,883
+45,074
25
$5.45M 0.53%
55,500
+14,666
1
2 3 4 5