AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,634
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.1M
3
+$2.01M
4
BKR icon
Baker Hughes
BKR
+$1.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$8.27M
2
+$6.12M
3
+$2.61M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
WOOF
VCA Inc.
WOOF
+$1.47M

Sector Composition

1 Technology 15.94%
2 Financials 15.81%
3 Healthcare 13.54%
4 Industrials 10.9%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.4M 0.07%
37,448
+695
252
$2.4M 0.07%
17,330
+47
253
$2.37M 0.07%
20,332
+561
254
$2.37M 0.07%
21,352
+528
255
$2.36M 0.07%
54,144
-5
256
$2.36M 0.07%
125,233
+2,244
257
$2.36M 0.07%
55,244
+770
258
$2.34M 0.07%
19,703
+429
259
$2.33M 0.07%
39,332
+276
260
$2.32M 0.07%
41,901
+33
261
$2.32M 0.07%
38,734
+849
262
$2.3M 0.07%
61,272
+1,135
263
$2.27M 0.07%
36,238
+656
264
$2.27M 0.07%
32,144
+750
265
$2.26M 0.07%
22,206
+431
266
$2.26M 0.07%
14,640
+376
267
$2.26M 0.07%
36,039
+343
268
$2.25M 0.07%
156,660
-1,470
269
$2.25M 0.07%
56,924
-603
270
$2.24M 0.07%
18,017
+126
271
$2.24M 0.07%
17,910
-4,530
272
$2.22M 0.07%
36,049
+187
273
$2.21M 0.07%
24,077
+421
274
$2.21M 0.07%
12,753
-418
275
$2.21M 0.07%
28,674
+228
9 10
11
12 13