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
$12.2B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$7.73M
4
FLEX icon
Flex
FLEX
+$6.3M
5
BA icon
Boeing
BA
+$4.75M

Top Sells

1
+$16.9M
2
+$16.5M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$9.36M
5
META icon
Meta Platforms (Facebook)
META
+$8.86M

Sector Composition

1 Technology 30.89%
2 Financials 13.55%
3 Consumer Discretionary 11.99%
4 Healthcare 9.95%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$785M 6.44%
3,135,179
-66,014
2
$682M 5.6%
5,079,133
-125,644
3
$663M 5.44%
1,572,618
-22,210
4
$441M 3.62%
2,008,513
-27,586
5
$276M 2.27%
471,568
-15,124
6
$238M 1.96%
1,258,603
-16,247
7
$233M 1.91%
575,891
-7,491
8
$227M 1.86%
977,043
-57,808
9
$196M 1.61%
1,031,350
-23,706
10
$175M 1.43%
385,050
-9,830
11
$130M 1.06%
540,822
-21,689
12
$128M 1.05%
166,374
-8,886
13
$118M 0.97%
374,893
-2,352
14
$98.7M 0.81%
107,683
-2,296
15
$96.1M 0.79%
182,458
-5,244
16
$93.7M 0.77%
185,296
-2,732
17
$93.5M 0.77%
869,321
-26,444
18
$90.4M 0.74%
1,000,595
+50,802
19
$83M 0.68%
494,951
+2,844
20
$82.1M 0.67%
211,180
-4,194
21
$81.2M 0.67%
91,046
-513
22
$68.9M 0.57%
206,100
-2,977
23
$68.5M 0.56%
473,539
-5,883
24
$64.9M 0.53%
365,413
-15,605
25
$56.2M 0.46%
1,279,281
-49,274
1
2 3 4 5