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
$1.72B
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,406
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$964K
3
+$752K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$710K
5
JCI icon
Johnson Controls International
JCI
+$706K

Top Sells

1
+$2.86M
2
+$947K
3
+$921K
4
DHR icon
Danaher
DHR
+$853K
5
FEIC
FEI COMPANY
FEIC
+$760K

Sector Composition

1 Technology 15.47%
2 Healthcare 14.23%
3 Financials 11.81%
4 Consumer Discretionary 11%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.31M 0.37%
89,939
+126
52
$6.26M 0.36%
118,996
+297
53
$6.13M 0.36%
19,586
+5
54
$6M 0.35%
152,807
-976
55
$5.95M 0.35%
39,042
+48
56
$5.87M 0.34%
340,340
+4,040
57
$5.76M 0.33%
79,742
-84
58
$5.69M 0.33%
65,890
+7
59
$5.64M 0.33%
82,309
+410
60
$5.47M 0.32%
26,433
+131
61
$5.45M 0.32%
22,736
-739
62
$5.24M 0.3%
78,269
+166
63
$5.17M 0.3%
65,707
+413
64
$5.16M 0.3%
214,470
+597
65
$4.91M 0.29%
18,191
+3,572
66
$4.76M 0.28%
43,829
+64
67
$4.69M 0.27%
58,856
-20
68
$4.42M 0.26%
118,118
-322
69
$4.42M 0.26%
45,272
+39
70
$4.28M 0.25%
37,789
+87
71
$4.16M 0.24%
26,124
+72
72
$4.14M 0.24%
101,136
+397
73
$4.09M 0.24%
57,309
+176
74
$3.89M 0.23%
22,248
-119
75
$3.87M 0.22%
48,020
+88
1 2
3
4 5