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
601
$1.11M 0.03%
11,073
+261
602
$1.11M 0.03%
9,979
+205
603
$1.11M 0.03%
10,400
-342
604
$1.1M 0.03%
29,447
+108
605
$1.1M 0.03%
55,493
-939
606
$1.09M 0.03%
18,927
-824
607
$1.09M 0.03%
25,646
-270
608
$1.09M 0.03%
22,105
-338
609
$1.09M 0.03%
29,614
-843
610
$1.09M 0.03%
56,694
+1,126
611
$1.09M 0.03%
20,876
-43
612
$1.09M 0.03%
12,619
-396
613
$1.08M 0.03%
40,948
-61
614
$1.08M 0.03%
44,545
-250
615
$1.08M 0.03%
43,750
+1,017
616
$1.08M 0.03%
44,718
-1,234
617
$1.08M 0.03%
11,746
-364
618
$1.07M 0.03%
5,667
-133
619
$1.07M 0.03%
33,208
+791
620
$1.07M 0.03%
35,831
+609
621
$1.06M 0.03%
27,373
+267
622
$1.06M 0.03%
8,613
-255
623
$1.06M 0.03%
23,100
-662
624
$1.06M 0.03%
13,644
-68
625
$1.06M 0.03%
6,649
-292
23 24
25
26 27