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
$4.04B
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.51M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
WMB icon
Williams Companies
WMB
+$1.25M

Top Sells

1
+$8.88M
2
+$4M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M
5
AMD icon
Advanced Micro Devices
AMD
+$2.74M

Sector Composition

1 Technology 19.09%
2 Financials 14.97%
3 Healthcare 13.79%
4 Consumer Discretionary 10.56%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.9M 0.07%
19,902
-479
252
$2.9M 0.07%
6,448
-129
253
$2.87M 0.07%
28,093
-273
254
$2.87M 0.07%
19,057
-713
255
$2.86M 0.07%
49,853
-1,590
256
$2.86M 0.07%
40,506
-980
257
$2.84M 0.07%
19,396
-480
258
$2.81M 0.07%
61,435
-711
259
$2.8M 0.07%
43,474
-1,171
260
$2.77M 0.07%
17,264
-544
261
$2.77M 0.07%
39,418
-793
262
$2.76M 0.07%
73,524
-996
263
$2.75M 0.07%
30,928
-1,075
264
$2.75M 0.07%
69,644
-2,248
265
$2.74M 0.07%
18,580
-695
266
$2.74M 0.07%
21,059
-683
267
$2.73M 0.07%
7,337
-216
268
$2.72M 0.07%
17,721
-440
269
$2.71M 0.07%
20,829
-527
270
$2.71M 0.07%
40,034
-1,005
271
$2.7M 0.07%
45,442
-913
272
$2.67M 0.07%
27,008
-845
273
$2.65M 0.07%
20,466
-221
274
$2.65M 0.07%
39,640
-973
275
$2.64M 0.07%
132,953
-3,254
9 10
11
12 13