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
$12.1B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.1M
3
+$13.1M
4
COST icon
Costco
COST
+$13M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1
+$4.64M
2
+$4.13M
3
+$3.44M
4
HPE icon
Hewlett Packard
HPE
+$3.39M
5
TSLA icon
Tesla
TSLA
+$3.15M

Sector Composition

1 Technology 30.07%
2 Financials 12.92%
3 Healthcare 11.34%
4 Consumer Discretionary 11.03%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.55M 0.05%
36,060
+232
302
$6.49M 0.05%
104,201
-17,416
303
$6.46M 0.05%
99,163
-3,481
304
$6.44M 0.05%
47,662
-1,223
305
$6.41M 0.05%
126,156
-34,787
306
$6.4M 0.05%
71,977
+4,923
307
$6.4M 0.05%
51,523
-2,947
308
$6.37M 0.05%
90,666
-5,256
309
$6.35M 0.05%
4,232
-81
310
$6.33M 0.05%
88,802
-5,270
311
$6.28M 0.05%
27,898
-776
312
$6.22M 0.05%
634
+4
313
$6.2M 0.05%
18,866
-485
314
$6.19M 0.05%
35,188
+3,975
315
$6.17M 0.05%
22,970
-288
316
$6.16M 0.05%
27,234
-760
317
$6.16M 0.05%
22,830
-7,112
318
$6.16M 0.05%
41,189
-415
319
$6.15M 0.05%
42,865
-9,552
320
$6.13M 0.05%
56,994
-3,159
321
$6.13M 0.05%
18,904
-804
322
$6.11M 0.05%
84,169
-2,570
323
$6.1M 0.05%
173,759
+7,680
324
$6.08M 0.05%
45,865
-1,617
325
$6.07M 0.05%
35,184
-847
11 12
13
14 15