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
$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
551
$1.2M 0.04%
10,576
+299
552
$1.2M 0.04%
6,869
-120
553
$1.2M 0.04%
42,965
+758
554
$1.19M 0.04%
37,957
+538
555
$1.19M 0.04%
13,857
+877
556
$1.19M 0.04%
11,830
-701
557
$1.19M 0.04%
37,123
-835
558
$1.18M 0.04%
23,352
+161
559
$1.18M 0.04%
15,015
+298
560
$1.18M 0.04%
16,782
+298
561
$1.18M 0.04%
28,342
-856
562
$1.18M 0.04%
63,585
-1,973
563
$1.17M 0.04%
62,126
+1,245
564
$1.17M 0.04%
35,309
+369
565
$1.17M 0.04%
14,210
-432
566
$1.17M 0.04%
22,781
-737
567
$1.17M 0.04%
30,276
-901
568
$1.17M 0.04%
14,610
+349
569
$1.17M 0.04%
33,591
+1,175
570
$1.17M 0.04%
39,318
-459
571
$1.16M 0.04%
40,240
-181
572
$1.16M 0.04%
26,699
-992
573
$1.16M 0.04%
34,538
+811
574
$1.16M 0.04%
45,495
+4,029
575
$1.16M 0.04%
29,430
+142
21 22
23
24 25