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
$2.01B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,546
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.75M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
ABT icon
Abbott
ABT
+$1.06M

Top Sells

1
+$23.4M
2
+$16.3M
3
+$11.2M
4
META icon
Meta Platforms (Facebook)
META
+$10.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.09M

Sector Composition

1 Financials 15.43%
2 Technology 15.04%
3 Healthcare 12.96%
4 Industrials 11.26%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.9M 2.93%
1,638,872
-651,544
2
$38M 1.89%
577,308
-247,523
3
$26.3M 1.31%
592,600
-252,880
4
$24.4M 1.22%
172,075
-72,903
5
$24.3M 1.21%
195,475
-6,276
6
$22.4M 1.12%
255,094
+14,794
7
$22.2M 1.11%
133,256
+7,765
8
$21.2M 1.06%
258,860
+21,346
9
$18.9M 0.94%
446,740
-190,900
10
$18.7M 0.93%
450,080
-193,560
11
$18.6M 0.92%
130,118
-11,665
12
$18M 0.9%
573,382
+33,067
13
$17.8M 0.89%
320,659
+18,556
14
$17.6M 0.88%
125,897
-10,403
15
$17M 0.85%
719,960
+41,474
16
$16.2M 0.81%
180,129
+8,540
17
$14.5M 0.72%
298,203
-58,282
18
$14.5M 0.72%
447,332
+7,757
19
$13.8M 0.69%
93,952
-40,572
20
$13.7M 0.68%
120,544
-52,820
21
$13.6M 0.68%
362,706
-143,888
22
$12.8M 0.64%
143,916
-62,125
23
$12.6M 0.63%
117,079
+9,703
24
$12.4M 0.62%
204,014
+11,777
25
$12.3M 0.61%
289,831
-91,052
1
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