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
1601
– –
-6,829
1602
– –
-32,753
1603
– –
-516
1604
– –
-7,563
1605
– –
-2,910
1606
– –
-6,670
1607
– –
-1,278
1608
– –
-11,239
1609
– –
-4,164
1610
– –
-7,720
1611
– –
-4,502
1612
– –
-19,529
1613
– –
-7,413
1614
– –
-3,337
1615
– –
-15,785
1616
– –
-696
1617
– –
-12,869
1618
– –
-11,855
1619
– –
-2,667
1620
– –
-6,444
1621
– –
-22,299
1622
– –
-12,918
1623
– –
-5,012
1624
– –
-7,406
1625
– –
-11,569
63 64
65
66 67