AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$4.35M
3
+$3.82M
4
MA icon
Mastercard
MA
+$2.52M
5
BIIB icon
Biogen
BIIB
+$1.73M

Top Sells

1
+$437K
2
+$418K
3
+$291K
4
AAPL icon
Apple
AAPL
+$135K
5
XOM icon
Exxon Mobil
XOM
+$117K

Sector Composition

1 Technology 13.74%
2 Healthcare 12.97%
3 Industrials 12.96%
4 Financials 12.56%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 0.59%
39,542
-418
27
$3.42M 0.58%
44,827
-493
28
$3.34M 0.57%
40,243
-386
29
$3.33M 0.57%
44,920
-474
30
$3.25M 0.55%
123,795
-1,260
31
$3.21M 0.55%
123,612
-1,202
32
$3.12M 0.53%
37,940
-392
33
$3.12M 0.53%
34,596
-328
34
$3.02M 0.51%
54,316
-548
35
$2.99M 0.51%
39,735
-340
36
$2.97M 0.51%
132,463
-1,294
37
$2.7M 0.46%
37,701
-341
38
$2.68M 0.46%
19,630
-186
39
$2.53M 0.43%
26,092
-247
40
$2.52M 0.43%
+30,180
41
$2.49M 0.42%
21,223
-219
42
$2.42M 0.41%
44,253
+2,627
43
$2.26M 0.38%
42,493
-377
44
$2.23M 0.38%
24,624
-236
45
$2.23M 0.38%
19,537
-171
46
$2.18M 0.37%
30,460
-359
47
$2.18M 0.37%
41,253
-357
48
$2.14M 0.36%
30,309
-290
49
$2.04M 0.35%
24,286
-242
50
$2M 0.34%
11,295
-107
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