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
1101
$315K 0.01%
7,059
+978
1102
$314K 0.01%
8,160
-11,132
1103
$314K 0.01%
13,217
-138
1104
$313K 0.01%
4,137
-1,640
1105
$313K 0.01%
2,485
-1,752
1106
$312K 0.01%
14,090
-203
1107
$309K 0.01%
2,574
-37
1108
$309K 0.01%
3,868
-1,462
1109
$309K 0.01%
3,738
-286
1110
$309K 0.01%
13,753
-190
1111
$309K 0.01%
2,621
-3,617
1112
$307K 0.01%
12,352
-13,718
1113
$306K 0.01%
9,478
-86
1114
$305K 0.01%
73,142
-441
1115
$305K 0.01%
3,637
-753
1116
$305K 0.01%
2,954
-28
1117
$304K 0.01%
26,801
-7,765
1118
$301K 0.01%
16,119
-114
1119
$300K 0.01%
6,668
-46
1120
$300K 0.01%
4,704
-41
1121
$300K 0.01%
10,745
-836
1122
$300K 0.01%
6,265
-86
1123
$300K 0.01%
4,261
-47
1124
$299K 0.01%
18,471
-552
1125
$299K 0.01%
1,850
-2,548
43 44
45
46 47