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
$4.28B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,841
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.96M
3
+$5.49M
4
DOW icon
Dow Inc
DOW
+$5.31M
5
JPM icon
JPMorgan Chase
JPM
+$4.66M

Top Sells

1
+$21M
2
+$17.6M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$8.08M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.11M

Sector Composition

1 Technology 17.93%
2 Financials 15.02%
3 Healthcare 13.63%
4 Consumer Discretionary 10.12%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$135M 3.15%
1,005,919
-131,286
2
$120M 2.81%
2,433,160
-423,892
3
$104M 2.43%
1,098,600
-145,780
4
$61.3M 1.43%
317,618
-41,883
5
$59.9M 1.4%
281,054
+27,975
6
$52.6M 1.23%
377,542
+23,748
7
$51.9M 1.21%
464,060
+41,637
8
$44.3M 1.03%
578,250
+71,684
9
$43.7M 1.02%
808,140
-113,040
10
$43.1M 1.01%
795,460
-107,760
11
$42.1M 0.98%
244,390
+81,490
12
$40.1M 0.94%
231,068
-34,825
13
$38.9M 0.91%
354,369
+36,199
14
$36M 0.84%
1,240,173
+89,834
15
$35.2M 0.82%
1,390,001
+160,936
16
$35.1M 0.82%
251,064
+2,906
17
$34.7M 0.81%
843,103
+74,072
18
$34M 0.79%
595,105
+66,999
19
$32.4M 0.76%
260,397
+32,736
20
$31.9M 0.75%
583,547
+6,304
21
$31.5M 0.74%
119,238
-18,027
22
$31.5M 0.74%
151,574
-19,124
23
$30.8M 0.72%
644,165
+69,417
24
$30.7M 0.72%
125,627
-18,817
25
$28.8M 0.67%
360,066
+7,678
1
2 3 4 5