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
$3.05B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$21.5M
3
+$16.7M
4
META icon
Meta Platforms (Facebook)
META
+$15.7M
5
XOM icon
Exxon Mobil
XOM
+$14.9M

Top Sells

1
+$2.84M
2
+$1.74M
3
+$1.57M
4
VAL
Valspar
VAL
+$1.39M
5
MJN
Mead Johnson Nutrition Company
MJN
+$1.2M

Sector Composition

1 Financials 15.65%
2 Technology 15.39%
3 Healthcare 13.61%
4 Industrials 10.89%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.7M 2.91%
2,463,052
+824,180
2
$61.3M 2.01%
889,016
+311,708
3
$45.4M 1.49%
937,440
+344,840
4
$41.7M 1.37%
275,896
+103,821
5
$40.5M 1.33%
306,331
+110,856
6
$36.7M 1.2%
216,535
+83,279
7
$36.5M 1.2%
399,113
+144,019
8
$35.8M 1.17%
443,292
+184,432
9
$32.7M 1.07%
702,740
+256,000
10
$32.4M 1.06%
712,700
+262,620
11
$28M 0.92%
506,108
+185,449
12
$27.2M 0.89%
1,121,085
+401,125
13
$26.7M 0.88%
206,258
+76,140
14
$26.2M 0.86%
918,010
+344,628
15
$25.2M 0.83%
289,530
+109,401
16
$22.4M 0.74%
703,962
+256,630
17
$21.8M 0.71%
141,806
+47,854
18
$21.6M 0.71%
554,528
+191,822
19
$21M 0.69%
471,283
+173,080
20
$21M 0.69%
113,188
+40,691
21
$20.8M 0.68%
310,465
+115,309
22
$20.6M 0.68%
197,664
+80,585
23
$20.5M 0.67%
218,112
+74,196
24
$20.3M 0.66%
172,513
+65,597
25
$20.2M 0.66%
140,186
+14,289
1
2 3 4 5