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
576
$1.2M 0.03%
8,667
-5,221
577
$1.2M 0.03%
48,549
-8,520
578
$1.2M 0.03%
19,170
-626
579
$1.2M 0.03%
19,604
-12,926
580
$1.2M 0.03%
26,311
-1,553
581
$1.2M 0.03%
8,969
-3,572
582
$1.2M 0.03%
39,293
-1,602
583
$1.2M 0.03%
14,012
-58
584
$1.19M 0.03%
5,458
-3,409
585
$1.19M 0.03%
85,290
-197
586
$1.19M 0.03%
11,388
-39
587
$1.19M 0.03%
70,250
-1,711
588
$1.19M 0.03%
16,593
-64
589
$1.18M 0.03%
8,593
-345
590
$1.17M 0.03%
26,651
-310
591
$1.17M 0.03%
50,955
-1,284
592
$1.17M 0.03%
24,445
-588
593
$1.16M 0.03%
83,067
-1,991
594
$1.16M 0.03%
470
-305
595
$1.16M 0.03%
30,612
-432
596
$1.16M 0.03%
23,204
+886
597
$1.16M 0.03%
9,152
-218
598
$1.15M 0.03%
112,591
-189
599
$1.15M 0.03%
27,749
-19,618
600
$1.15M 0.03%
10,671
-123
22 23
24
25 26