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
676
$955K 0.03%
17,994
-507
677
$954K 0.03%
33,424
-1,446
678
$953K 0.03%
37,250
+712
679
$950K 0.03%
28,346
+241
680
$948K 0.03%
25,270
-716
681
$945K 0.03%
19,388
+685
682
$945K 0.03%
41,815
+628
683
$945K 0.03%
62,940
-1,959
684
$944K 0.03%
20,956
+253
685
$944K 0.03%
82,262
-2,447
686
$943K 0.03%
18,697
-579
687
$942K 0.03%
14,066
-47
688
$940K 0.03%
43,279
+3,362
689
$938K 0.03%
152,300
+1,950
690
$937K 0.03%
12,697
-395
691
$936K 0.03%
17,318
+1,786
692
$933K 0.03%
23,730
-720
693
$931K 0.03%
9,428
-308
694
$930K 0.03%
12,892
-22
695
$929K 0.03%
47,530
+861
696
$928K 0.03%
7,465
+101
697
$927K 0.03%
55,389
+2,316
698
$926K 0.03%
77,502
-2,303
699
$924K 0.03%
14,368
+238
700
$924K 0.03%
7,662
+54
26 27
28
29 30