AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.51M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
WMB icon
Williams Companies
WMB
+$1.25M

Top Sells

1
+$8.88M
2
+$4M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M
5
AMD icon
Advanced Micro Devices
AMD
+$2.74M

Sector Composition

1 Technology 19.12%
2 Financials 14.97%
3 Healthcare 13.79%
4 Consumer Discretionary 10.56%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.8M 0.39%
215,843
-5,311
52
$15.8M 0.39%
180,087
-4,454
53
$15.8M 0.39%
193,973
-2,867
54
$15.5M 0.38%
66,180
-2,048
55
$15M 0.37%
609,050
-11,740
56
$14.5M 0.36%
135,427
-4,945
57
$14.5M 0.36%
187,716
-5,554
58
$14.3M 0.35%
7,202
-313
59
$14.2M 0.35%
123,820
-5,225
60
$14.1M 0.35%
227,894
-6,531
61
$13.4M 0.33%
185,515
-5,375
62
$13.3M 0.33%
86,907
-2,679
63
$13.2M 0.33%
149,749
-3,389
64
$12.8M 0.32%
37,038
-1,114
65
$12.5M 0.31%
51,048
-1,254
66
$12.3M 0.3%
226,428
-5,443
67
$12.2M 0.3%
104,555
-3,214
68
$11.4M 0.28%
199,910
-10,963
69
$10.8M 0.27%
101,616
-3,055
70
$10.7M 0.26%
138,091
-3,615
71
$10.7M 0.26%
30,242
-2,371
72
$10.6M 0.26%
190,104
-5,908
73
$10.6M 0.26%
174,313
-4,217
74
$10.2M 0.25%
193,760
-4,850
75
$10.1M 0.25%
127,777
-3,088
1 2
3
4 5