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
$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
1051
$400K 0.01%
6,898
-29
1052
$400K 0.01%
10,589
+63
1053
$396K 0.01%
13,621
-40
1054
$396K 0.01%
1,533
-115
1055
$394K 0.01%
9,801
+149
1056
$393K 0.01%
8,471
-93
1057
$393K 0.01%
7,520
-316
1058
$392K 0.01%
17,354
-182
1059
$392K 0.01%
75,936
-1,960
1060
$392K 0.01%
7,649
-55
1061
$391K 0.01%
10,268
-683
1062
$391K 0.01%
16,372
-520
1063
$390K 0.01%
3,242
+14
1064
$388K 0.01%
22,142
-271
1065
$387K 0.01%
3,342
-1
1066
$387K 0.01%
6,975
-328
1067
$386K 0.01%
4,994
-33
1068
$384K 0.01%
4,524
+16
1069
$384K 0.01%
14,354
-310
1070
$382K 0.01%
2,053
-10
1071
$381K 0.01%
11,088
-558
1072
$381K 0.01%
9,710
+72
1073
$380K 0.01%
7,025
+649
1074
$378K 0.01%
11,687
-991
1075
$378K 0.01%
3,033
-64
41 42
43
44 45