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
$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 19.09%
2 Financials 14.97%
3 Healthcare 13.79%
4 Consumer Discretionary 10.56%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$419K 0.01%
1,361
+2
1002
$418K 0.01%
8,673
-90
1003
$417K 0.01%
25,020
-258
1004
$417K 0.01%
11,086
-103
1005
$417K 0.01%
17,913
-624
1006
$415K 0.01%
24,618
-246
1007
$412K 0.01%
33,613
-543
1008
$411K 0.01%
7,090
-4,952
1009
$411K 0.01%
8,970
-1,660
1010
$411K 0.01%
8,311
-3,831
1011
$410K 0.01%
3,582
-5,175
1012
$410K 0.01%
4,934
-102
1013
$409K 0.01%
80,022
-886
1014
$408K 0.01%
9,216
-4,668
1015
$408K 0.01%
12,987
-165
1016
$406K 0.01%
10,475
-111
1017
$406K 0.01%
27,345
-2,695
1018
$404K 0.01%
4,924
-42
1019
$403K 0.01%
11,417
-1,284
1020
$402K 0.01%
13,531
-147
1021
$400K 0.01%
5,471
-40
1022
$398K 0.01%
2,323
-3,154
1023
$398K 0.01%
6,759
-54
1024
$397K 0.01%
42,430
-4,549
1025
$396K 0.01%
4,758
-3,349
39 40
41
42 43