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
$1.73B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,449
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$22M
3
+$15.1M
4
META icon
Meta Platforms (Facebook)
META
+$14.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Top Sells

1
+$2.58M
2
+$2.3M
3
+$1.53M
4
XRAY icon
Dentsply Sirona
XRAY
+$1.23M
5
WRK
WestRock Company
WRK
+$1.08M

Sector Composition

1 Technology 15.19%
2 Healthcare 14.54%
3 Financials 11.52%
4 Consumer Discretionary 11.09%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.8M 2.94%
1,883,104
+972,980
2
$39.8M 2.3%
683,268
+376,890
3
$26.8M 1.55%
695,300
+391,700
4
$25.2M 1.46%
202,149
+115,284
5
$21.3M 1.23%
526,080
+296,420
6
$20.9M 1.21%
531,320
+297,120
7
$18.5M 1.07%
149,297
+48,773
8
$18.3M 1.06%
142,023
+50,412
9
$15.9M 0.92%
106,040
+35,945
10
$15.3M 0.88%
111,423
+60,010
11
$15M 0.87%
278,091
+117,214
12
$14.1M 0.81%
416,096
+219,952
13
$14M 0.81%
143,003
+76,876
14
$13.7M 0.79%
158,041
+49,073
15
$13.7M 0.79%
170,708
+93,174
16
$13.4M 0.78%
306,592
+150,932
17
$13.1M 0.76%
121,159
+62,707
18
$13.1M 0.76%
88,476
+21,377
19
$12.6M 0.73%
383,058
+89,495
20
$12M 0.69%
84,133
+46,504
21
$11.6M 0.67%
67,165
+37,005
22
$11.4M 0.66%
171,126
+97,261
23
$11.2M 0.65%
171,275
+38,796
24
$11M 0.63%
70,068
+34,167
25
$10.9M 0.63%
125,118
+28,471
1
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