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
$2.64B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.26M
3
+$1.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.15M
5
PTON icon
Peloton Interactive
PTON
+$1.09M

Top Sells

1
+$7.92M
2
+$7.11M
3
+$3.54M
4
NVCR icon
NovoCure
NVCR
+$2.24M
5
ALLE icon
Allegion
ALLE
+$1.7M

Sector Composition

1 Technology 24.94%
2 Healthcare 14.03%
3 Consumer Discretionary 12.5%
4 Financials 11.83%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$452K 0.02%
9,823
+86
1027
$451K 0.02%
10,161
+90
1028
$451K 0.02%
786
1029
$451K 0.02%
11,221
+407
1030
$450K 0.02%
5,523
-5,497
1031
$450K 0.02%
13,925
-36
1032
$446K 0.02%
35,068
+2,603
1033
$443K 0.02%
7,151
+408
1034
$443K 0.02%
29,280
+85
1035
$443K 0.02%
6,076
+32
1036
$442K 0.02%
25,719
+35
1037
$441K 0.02%
3,317
+30
1038
$439K 0.02%
1,269
-5
1039
$438K 0.02%
17,828
+54
1040
$438K 0.02%
6,055
+12
1041
$438K 0.02%
8,952
+45
1042
$437K 0.02%
22,983
-247
1043
$435K 0.02%
13,711
+272
1044
$433K 0.02%
13,816
+36
1045
$432K 0.02%
11,920
-412
1046
$432K 0.02%
6,987
+25
1047
$432K 0.02%
17,974
+422
1048
$431K 0.02%
6,443
+914
1049
$429K 0.02%
2,329
-11
1050
$429K 0.02%
5,058
+47
40 41
42
43 44