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
$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 18.47%
2 Financials 14.89%
3 Healthcare 13.01%
4 Consumer Discretionary 10.83%
5 Industrials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$142M 3.48%
3,073,712
+95,356
2
$116M 2.83%
1,174,614
+71,636
3
$108M 2.64%
1,269,060
+88,940
4
$72.3M 1.77%
371,808
+24,533
5
$53M 1.3%
950,940
+63,560
6
$52.7M 1.29%
933,120
+60,100
7
$47.8M 1.17%
256,204
+16,515
8
$45.5M 1.11%
437,046
+7,085
9
$43.6M 1.07%
359,220
+14,392
10
$42.3M 1.03%
511,846
+17,937
11
$37M 0.9%
279,310
+12,717
12
$36.7M 0.9%
149,437
+8,734
13
$35.1M 0.86%
180,040
+7,323
14
$34.3M 0.84%
1,218,017
+26,506
15
$31.4M 0.77%
565,898
+15,033
16
$30.1M 0.73%
1,239,641
+225,305
17
$29.9M 0.73%
601,227
+14,632
18
$29.1M 0.71%
230,270
+9,683
19
$28.8M 0.7%
85,786
+4,186
20
$28.2M 0.69%
143,552
+7,652
21
$27.2M 0.66%
789,013
+11,719
22
$26.8M 0.66%
532,890
-26,456
23
$26.7M 0.65%
619,864
+4,514
24
$25.6M 0.62%
65,315
+4,833
25
$25.3M 0.62%
324,422
+7,215
1
2 3 4 5