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
$5.43B
AUM Growth
+$678M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,870
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.41M
3
+$6.23M
4
TFC icon
Truist Financial
TFC
+$5.34M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.84M

Top Sells

1
+$24.7M
2
+$11.6M
3
+$4.3M
4
VSM
Versum Materials, Inc.
VSM
+$1.52M
5
MDSO
Medidata Solutions, Inc.
MDSO
+$1.45M

Sector Composition

1 Technology 20.49%
2 Financials 14.31%
3 Healthcare 13.72%
4 Consumer Discretionary 10.11%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$255K ﹤0.01%
10,357
+843
1502
$255K ﹤0.01%
16,202
+1,551
1503
$255K ﹤0.01%
+7,612
1504
$255K ﹤0.01%
5,511
+290
1505
$254K ﹤0.01%
4,112
+148
1506
$254K ﹤0.01%
13,515
+984
1507
$253K ﹤0.01%
6,043
+627
1508
$253K ﹤0.01%
3,685
+307
1509
$253K ﹤0.01%
19,520
+1,319
1510
$253K ﹤0.01%
9,655
-186
1511
$252K ﹤0.01%
16,724
+1,428
1512
$251K ﹤0.01%
9,166
+716
1513
$251K ﹤0.01%
13,622
+738
1514
$251K ﹤0.01%
5,571
+446
1515
$251K ﹤0.01%
+5,527
1516
$250K ﹤0.01%
8,688
+896
1517
$250K ﹤0.01%
23,490
+2,036
1518
$250K ﹤0.01%
+5,613
1519
$250K ﹤0.01%
7,930
+467
1520
$250K ﹤0.01%
6,838
+498
1521
$249K ﹤0.01%
2,977
+56
1522
$249K ﹤0.01%
3,428
+160
1523
$249K ﹤0.01%
+8,927
1524
$249K ﹤0.01%
17,288
+824
1525
$248K ﹤0.01%
7,543
+511
59 60
61
62 63