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
601
$1.15M 0.03%
7,793
-5,305
602
$1.15M 0.03%
21,538
-13,971
603
$1.14M 0.03%
+16,154
604
$1.14M 0.03%
59,943
-2,820
605
$1.14M 0.03%
56,202
-2,422
606
$1.14M 0.03%
19,575
-11,729
607
$1.14M 0.03%
9,996
-6,532
608
$1.13M 0.03%
63,547
+101
609
$1.13M 0.03%
24,401
-15,987
610
$1.13M 0.03%
14,665
-10,380
611
$1.13M 0.03%
16,851
-876
612
$1.13M 0.03%
45,279
-950
613
$1.13M 0.03%
48,239
-1,266
614
$1.13M 0.03%
49,899
-32,222
615
$1.13M 0.03%
28,066
-9,176
616
$1.13M 0.03%
28,979
-307
617
$1.13M 0.03%
20,744
-67
618
$1.13M 0.03%
21,814
-2,313
619
$1.13M 0.03%
41,302
-112
620
$1.12M 0.03%
18,102
-11,920
621
$1.12M 0.03%
8,683
-3,125
622
$1.12M 0.03%
23,226
-16,328
623
$1.12M 0.03%
21,952
-14,336
624
$1.12M 0.03%
27,199
-56
625
$1.12M 0.03%
21,682
-59
23 24
25
26 27