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
$12.1B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.1M
3
+$13.1M
4
COST icon
Costco
COST
+$13M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1
+$4.64M
2
+$4.13M
3
+$3.44M
4
HPE icon
Hewlett Packard
HPE
+$3.39M
5
TSLA icon
Tesla
TSLA
+$3.15M

Sector Composition

1 Technology 30.07%
2 Financials 12.92%
3 Healthcare 11.34%
4 Consumer Discretionary 11.03%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1.13M 0.01%
40,481
+4,609
1002
$1.13M 0.01%
10,060
-116
1003
$1.12M 0.01%
8,342
-300
1004
$1.12M 0.01%
126,234
-11,962
1005
$1.11M 0.01%
5,353
-211
1006
$1.11M 0.01%
33,100
-13,973
1007
$1.11M 0.01%
22,846
-4,458
1008
$1.11M 0.01%
21,594
-7,784
1009
$1.1M 0.01%
25,623
+186
1010
$1.1M 0.01%
+27,339
1011
$1.1M 0.01%
5,407
-82
1012
$1.1M 0.01%
187,519
-7,668
1013
$1.1M 0.01%
16,018
-914
1014
$1.09M 0.01%
8,000
-370
1015
$1.08M 0.01%
10,359
-414
1016
$1.08M 0.01%
6,222
-5,707
1017
$1.08M 0.01%
16,653
-6,134
1018
$1.08M 0.01%
22,523
-1,362
1019
$1.08M 0.01%
57,376
-2,918
1020
$1.07M 0.01%
9,436
-800
1021
$1.07M 0.01%
20,406
+605
1022
$1.07M 0.01%
12,528
+235
1023
$1.06M 0.01%
8,615
+1,615
1024
$1.06M 0.01%
32,046
-1,201
1025
$1.06M 0.01%
54,765
-5,287
39 40
41
42 43