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
$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
26
$20.6M 0.64%
458,009
+9,437
27
$20.2M 0.63%
330,547
+6,424
28
$19.5M 0.61%
175,910
+3,397
29
$19.4M 0.6%
575,728
+10,410
30
$19.1M 0.59%
171,306
+3,624
31
$19M 0.59%
136,060
+68,544
32
$18.3M 0.57%
185,663
+5,031
33
$17.1M 0.53%
192,210
+4,227
34
$17.1M 0.53%
67,175
+81
35
$16.1M 0.5%
333,987
+5,961
36
$16M 0.5%
113,531
+2,385
37
$16M 0.5%
85,639
+1,544
38
$15.4M 0.48%
98,374
+2,047
39
$14.8M 0.46%
106,936
+2,388
40
$14.7M 0.46%
84,008
+1,811
41
$14.5M 0.45%
228,983
+4,856
42
$13.6M 0.43%
93,591
+2,140
43
$13.1M 0.41%
502,530
+10,179
44
$12.8M 0.4%
93,948
+2,135
45
$12.5M 0.39%
154,871
+3,084
46
$12.4M 0.38%
193,806
+3,719
47
$12.4M 0.38%
2,763,480
+68,360
48
$12.3M 0.38%
157,769
+2,871
49
$11.8M 0.37%
487,960
+16,610
50
$11.2M 0.35%
96,918
+1,984
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2
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