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
1201
$253K 0.01%
1,698
-1,296
1202
$253K 0.01%
7,651
-67
1203
$252K 0.01%
5,710
-45
1204
$252K 0.01%
3,685
-1,355
1205
$251K 0.01%
3,695
-36
1206
$251K 0.01%
10,858
-10,099
1207
$251K 0.01%
35,719
-384
1208
$250K 0.01%
13,876
-1,728
1209
$250K 0.01%
3,523
-4,861
1210
$250K 0.01%
3,984
-717
1211
$250K 0.01%
6,354
-6,214
1212
$249K 0.01%
11,345
-99
1213
$249K 0.01%
12,618
-18,570
1214
$249K 0.01%
2,336
-3,225
1215
$249K 0.01%
6,381
-8,701
1216
$248K 0.01%
25,188
-334
1217
$248K 0.01%
3,026
-4,253
1218
$248K 0.01%
6,946
-9,456
1219
$248K 0.01%
2,211
-3,013
1220
$248K 0.01%
23,861
-277
1221
$247K 0.01%
8,984
-786
1222
$247K 0.01%
7,389
-110
1223
$247K 0.01%
3,124
-5,003
1224
$247K 0.01%
6,416
-348
1225
$245K 0.01%
2,596
-4,182
47 48
49
50 51