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
626
$1.05M 0.03%
14,911
+287
627
$1.05M 0.03%
146,830
-2,165
628
$1.04M 0.03%
8,415
+198
629
$1.04M 0.03%
15,859
-473
630
$1.04M 0.03%
17,548
-296
631
$1.04M 0.03%
55,134
-1,104
632
$1.04M 0.03%
7,669
-391
633
$1.03M 0.03%
10,817
-40
634
$1.03M 0.03%
27,610
-524
635
$1.03M 0.03%
10,870
-319
636
$1.03M 0.03%
13,517
-397
637
$1.03M 0.03%
22,917
+350
638
$1.03M 0.03%
20,530
-643
639
$1.02M 0.03%
22,609
+103
640
$1.02M 0.03%
29,837
-1,599
641
$1.02M 0.03%
11,815
-342
642
$1.02M 0.03%
39,354
+873
643
$1.02M 0.03%
17,574
-518
644
$1.02M 0.03%
37,089
-45
645
$1.01M 0.03%
14,059
-50
646
$1.01M 0.03%
17,221
+590
647
$1.01M 0.03%
9,391
-58
648
$1.01M 0.03%
16,537
+386
649
$1.01M 0.03%
7,864
-108
650
$1.01M 0.03%
19,414
-365
24 25
26
27 28