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
651
$1M 0.03%
21,420
+548
652
$1M 0.03%
9,369
-79
653
$1M 0.03%
46,046
-217
654
$999K 0.03%
20,727
+352
655
$993K 0.03%
17,732
+338
656
$993K 0.03%
30,892
+525
657
$992K 0.03%
867
-18
658
$985K 0.03%
17,596
+179
659
$985K 0.03%
18,099
+291
660
$984K 0.03%
25,170
-697
661
$979K 0.03%
77,375
+1,865
662
$978K 0.03%
10,261
+152
663
$974K 0.03%
15,433
-1,057
664
$972K 0.03%
17,772
-361
665
$971K 0.03%
6,027
-84
666
$967K 0.03%
13,067
-41
667
$963K 0.03%
13,860
+229
668
$962K 0.03%
97,445
-3,009
669
$961K 0.03%
22,094
+7,052
670
$961K 0.03%
10,886
-169
671
$961K 0.03%
33,747
-1,760
672
$960K 0.03%
8,196
-512
673
$958K 0.03%
18,051
+243
674
$957K 0.03%
16,664
-82
675
$957K 0.03%
64,870
-353
25 26
27
28 29