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
76
$10M 0.25%
66,675
-2,136
77
$9.97M 0.25%
44,480
-1,073
78
$9.93M 0.25%
236,900
-5,680
79
$9.77M 0.24%
51,084
-1,491
80
$9.66M 0.24%
66,456
-2,052
81
$9.52M 0.24%
106,392
-6,288
82
$9.48M 0.23%
113,971
-3,627
83
$9.11M 0.23%
51,251
-1,756
84
$9.01M 0.22%
37,421
-1,197
85
$8.98M 0.22%
43,462
-1,390
86
$8.98M 0.22%
32,771
-137
87
$8.96M 0.22%
182,308
-5,087
88
$8.9M 0.22%
69,738
-1,860
89
$8.86M 0.22%
34,800
-859
90
$8.78M 0.22%
43,284
-1,178
91
$8.64M 0.21%
29,520
+4,690
92
$8.44M 0.21%
87,595
-2,111
93
$8.44M 0.21%
37,102
-946
94
$8.38M 0.21%
339,453
-17,055
95
$8.22M 0.2%
25,237
-1,341
96
$8.14M 0.2%
22,806
-730
97
$8.13M 0.2%
46,003
-1,438
98
$8.07M 0.2%
+42,360
99
$7.99M 0.2%
58,659
-1,844
100
$7.85M 0.19%
182,693
-4,548
2 3
4
5 6