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
526
$1.36M 0.03%
24,429
-15,986
527
$1.36M 0.03%
30,438
-7,775
528
$1.36M 0.03%
30,696
-8,438
529
$1.36M 0.03%
14,789
-11,657
530
$1.35M 0.03%
60,172
-2,815
531
$1.35M 0.03%
5,528
-3,635
532
$1.35M 0.03%
10,598
-332
533
$1.35M 0.03%
21,960
-539
534
$1.35M 0.03%
33,382
-801
535
$1.34M 0.03%
34,073
-841
536
$1.34M 0.03%
45,303
-1,263
537
$1.34M 0.03%
26,982
-9,221
538
$1.34M 0.03%
12,400
-55
539
$1.33M 0.03%
44,751
-669
540
$1.33M 0.03%
38,411
-922
541
$1.33M 0.03%
36,755
-64
542
$1.32M 0.03%
35,755
-3,886
543
$1.32M 0.03%
4,218
-6
544
$1.32M 0.03%
18,430
-1,134
545
$1.31M 0.03%
35,480
-143
546
$1.3M 0.03%
9,041
-32
547
$1.3M 0.03%
43,367
-1,341
548
$1.29M 0.03%
16,388
-11,606
549
$1.29M 0.03%
40,757
-378
550
$1.29M 0.03%
20,463
-69
20 21
22
23 24