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
1501
– –
-65
1502
– –
-10,130
1503
– –
-8,935
1504
– –
-412
1505
– –
-1,827
1506
– –
-12,305
1507
– –
-11,117
1508
– –
-12,252
1509
– –
-173
1510
– –
-11,442
1511
– –
-11,536
1512
– –
-13,381
1513
– –
-7,283
1514
– –
-5,441
1515
– –
-7,618
1516
– –
-7,624
1517
– –
-42
1518
– –
-11,015
1519
– –
-5,413
1520
– –
-6,503
1521
– –
-3,584
1522
– –
-5,849
1523
– –
-10,544
1524
– –
-4,016
1525
– –
-16,881
59 60
61
62 63