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
$12.1B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.1M
3
+$13.1M
4
COST icon
Costco
COST
+$13M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1
+$4.64M
2
+$4.13M
3
+$3.44M
4
HPE icon
Hewlett Packard
HPE
+$3.39M
5
TSLA icon
Tesla
TSLA
+$3.15M

Sector Composition

1 Technology 30.07%
2 Financials 12.92%
3 Healthcare 11.34%
4 Consumer Discretionary 11.03%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.9M 0.13%
25,210
-722
127
$15.8M 0.13%
11,095
-249
128
$15.8M 0.13%
202,674
-8,184
129
$15.7M 0.13%
423,082
+287,100
130
$15.7M 0.13%
249,287
-4,834
131
$15.6M 0.13%
70,679
-2,037
132
$15.5M 0.13%
113,161
+111
133
$15.3M 0.13%
30,948
+3,817
134
$15.2M 0.13%
37,353
-2,280
135
$15M 0.12%
57,268
-382
136
$14.7M 0.12%
114,942
-5,063
137
$14.5M 0.12%
188,880
+195
138
$14.5M 0.12%
41,837
-835
139
$14.4M 0.12%
78,046
-2,310
140
$14.3M 0.12%
27,075
-1,144
141
$14.2M 0.12%
90,863
-2,571
142
$14.1M 0.12%
55,206
+7
143
$14.1M 0.12%
281,887
-7,949
144
$14M 0.12%
306,398
-8,665
145
$13.9M 0.11%
172,439
+3,196
146
$13.8M 0.11%
112,029
-3,892
147
$13.8M 0.11%
53,891
+30
148
$13.7M 0.11%
56,768
-1,626
149
$13.6M 0.11%
48,379
-306
150
$13.3M 0.11%
384,476
-11,410
4 5
6
7 8