AB
Amalgamated Bank Portfolio holdings
AUM $11.7B
This Quarter Return
-3.12%
1 Year Return
+13.28%
3 Year Return
+54.06%
5 Year Return
+229.18%
10 Year Return
+424.79%
AUM
$11.7B
AUM Growth
-$497M (-4%)
Cap. Flow
+$131M
Cap. Flow % of AUM
1.12%
Top 10 Holdings %Top 10 Hldgs %
29.42%
Holding
2,998
New
11
Increased
1,198
Reduced
1,041
Closed
27
Top Buys
| 1 | $18.8M | |
| 2 | $12.7M | |
| 3 | $11.7M | |
| 4 | $9.41M | |
| 5 | $8.96M |
Top Sells
| 1 | $6.56M | |
| 2 | $5.72M | |
| 3 | $3.17M | |
| 4 | $2.95M | |
| 5 | $2.86M |
Sector Composition
| 1 | Technology | 28.81% |
| 2 | Financials | 14.49% |
| 3 | Consumer Discretionary | 11.02% |
| 4 | Healthcare | 10.86% |
| 5 | Industrials | 9.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $8K | ﹤0.01% | 344 +172 | +100% | +$4K | |||
| $8K | ﹤0.01% | 2,463 | – | – | |||
| $8K | ﹤0.01% | 1,522 | – | – | |||
| $8K | ﹤0.01% | 880 | – | – | |||
| $8K | ﹤0.01% | 404 | – | – | |||
| $8K | ﹤0.01% | 1,354 +264 | +24% | +$1.56K | |||
| $8K | ﹤0.01% | 184 | – | – | |||
| $8K | ﹤0.01% | 1,189 | – | – | |||
| $8K | ﹤0.01% | 559 | – | – | |||
| $8K | ﹤0.01% | 1,367 | – | – | |||
| $8K | ﹤0.01% | 267 | – | – | |||
| $8K | ﹤0.01% | 157 | – | – | |||
| $8K | ﹤0.01% | 4,563 +1,284 | +39% | +$2.25K | |||
| $8K | ﹤0.01% | 232 +63 | +37% | +$2.17K | |||
| $8K | ﹤0.01% | 6,279 | – | – | |||
| $8K | ﹤0.01% | 1,240 +261 | +27% | +$1.68K | |||
| $8K | ﹤0.01% | 406 | – | – | |||
| $8K | ﹤0.01% | 852 +131 | +18% | +$1.23K | |||
| $8K | ﹤0.01% | 254 | – | – | |||
| $8K | ﹤0.01% | 5,534 | – | – | |||
| $8K | ﹤0.01% | 1,263 | – | – | |||
| $8K | ﹤0.01% | 12,208 +2,694 | +28% | +$1.77K | |||
| $8K | ﹤0.01% | 1,151 | – | – | |||
| $8K | ﹤0.01% | 1,339 +460 | +52% | +$2.75K | |||
| $8K | ﹤0.01% | 536 | – | – |
