AB

Amalgamated Bank Portfolio holdings

AUM $13.9B
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1 +$7.15M
2 +$4.17M
3 +$3.45M
4
MA icon
Mastercard
MA
+$2.24M
5
BIIB icon
Biogen
BIIB
+$1.6M

Top Sells

1 +$437K
2 +$418K
3 +$266K
4
AAPL icon
Apple
AAPL
+$127K
5
HAL icon
Halliburton
HAL
+$115K

Sector Composition

1 Technology 13.67%
2 Industrials 13.02%
3 Healthcare 12.97%
4 Financials 12.56%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$238K 0.04%
+5,477
677
$238K 0.04%
+2,229
678
$237K 0.04%
+8,068
679
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+6,870
680
$237K 0.04%
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681
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682
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683
$236K 0.04%
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$236K 0.04%
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685
$235K 0.04%
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686
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688
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689
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$232K 0.04%
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573,040
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699
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700
$229K 0.04%
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