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
$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
76
$7.98M 0.25%
25,495
+496
77
$7.9M 0.25%
38,550
+703
78
$7.87M 0.25%
214,924
+3,968
79
$7.63M 0.24%
81,644
+2,019
80
$7.63M 0.24%
84,307
+343
81
$7.62M 0.24%
53,424
+985
82
$7.5M 0.23%
29,645
+5,999
83
$7.48M 0.23%
55,500
+1,011
84
$7.38M 0.23%
153,110
+2,763
85
$7.29M 0.23%
99,995
+1,903
86
$6.98M 0.22%
51,037
+1,166
87
$6.88M 0.21%
169,117
+3,127
88
$6.77M 0.21%
130,008
+1,930
89
$6.75M 0.21%
80,471
+1,485
90
$6.73M 0.21%
29,847
+665
91
$6.54M 0.2%
130,571
+1,108
92
$6.39M 0.2%
104,096
+249
93
$6.38M 0.2%
14,273
+301
94
$6.35M 0.2%
34,042
+664
95
$6.34M 0.2%
52,909
+1,022
96
$6.32M 0.2%
30,733
+549
97
$6.19M 0.19%
141,599
+2,607
98
$6.16M 0.19%
116,175
+2,020
99
$6.13M 0.19%
151,791
-2,688
100
$6.04M 0.19%
79,371
+1,699
2 3
4
5 6