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
301
$2.4M 0.06%
36,586
-1,057
302
$2.4M 0.06%
19,857
-470
303
$2.4M 0.06%
23,583
-763
304
$2.39M 0.06%
7,699
-217
305
$2.39M 0.06%
19,410
-464
306
$2.38M 0.06%
18,254
-574
307
$2.37M 0.06%
84,958
-3,482
308
$2.37M 0.06%
64,742
-1,554
309
$2.36M 0.06%
29,852
-759
310
$2.35M 0.06%
12,613
-386
311
$2.35M 0.06%
13,249
-514
312
$2.35M 0.06%
41,694
+612
313
$2.35M 0.06%
24,190
-569
314
$2.34M 0.06%
25,846
-1,068
315
$2.34M 0.06%
32,757
-1,470
316
$2.33M 0.06%
100,046
-2,676
317
$2.33M 0.06%
60,337
-2,167
318
$2.32M 0.06%
17,589
-704
319
$2.31M 0.06%
61,752
-2,729
320
$2.31M 0.06%
33,004
-542
321
$2.3M 0.06%
3,777
-111
322
$2.28M 0.06%
20,483
-637
323
$2.27M 0.06%
136,480
+8,912
324
$2.25M 0.06%
15,109
-362
325
$2.24M 0.06%
44,924
-1,094
11 12
13
14 15