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
126
$6.16M 0.15%
54,186
-1,328
127
$6.15M 0.15%
115,552
-3,706
128
$6.09M 0.15%
131,366
-3,181
129
$5.97M 0.15%
52,968
-1,250
130
$5.96M 0.15%
116,877
-4,824
131
$5.96M 0.15%
79,513
-2,283
132
$5.95M 0.15%
67,480
-1,694
133
$5.9M 0.15%
152,686
-10,750
134
$5.86M 0.14%
51,570
-1,614
135
$5.81M 0.14%
61,243
-2,155
136
$5.79M 0.14%
43,863
-2,011
137
$5.78M 0.14%
69,836
-1,983
138
$5.75M 0.14%
81,816
-2,002
139
$5.73M 0.14%
37,776
-1,164
140
$5.7M 0.14%
63,097
-1,901
141
$5.68M 0.14%
36,961
-1,178
142
$5.57M 0.14%
56,212
-1,801
143
$5.55M 0.14%
39,924
-1,206
144
$5.55M 0.14%
164,827
-3,253
145
$5.55M 0.14%
127,233
-3,046
146
$5.53M 0.14%
95,289
-3,036
147
$5.5M 0.14%
45,628
-1,463
148
$5.5M 0.14%
35,063
-973
149
$5.35M 0.13%
52,842
-1,281
150
$5.35M 0.13%
132,065
-4,155
4 5
6
7 8