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
1451
– –
-5,795
1452
– –
-4,438
1453
– –
-19,026
1454
– –
-4,227
1455
– –
-4,700
1456
– –
-5,017
1457
– –
-7,308
1458
– –
-2,230
1459
– –
-14,023
1460
– –
-11,309
1461
– –
-5,598
1462
– –
-5,002
1463
– –
-11,437
1464
– –
-6,896
1465
– –
-3,371
1466
– –
-11,075
1467
– –
-10,043
1468
– –
-4,434
1469
– –
-2,628
1470
– –
-5,846
1471
– –
-412
1472
– –
-1,827
1473
– –
-12,305
1474
– –
-11,117
1475
– –
-12,252
57 58
59
60 61