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
$2.64B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.26M
3
+$1.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.15M
5
PTON icon
Peloton Interactive
PTON
+$1.09M

Top Sells

1
+$7.92M
2
+$7.11M
3
+$3.54M
4
NVCR icon
NovoCure
NVCR
+$2.24M
5
ALLE icon
Allegion
ALLE
+$1.7M

Sector Composition

1 Technology 24.94%
2 Healthcare 14.03%
3 Consumer Discretionary 12.5%
4 Financials 11.83%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-7,305
1602
– –
-7,973
1603
– –
-20,070
1604
– –
-12,300
1605
– –
-16,310
1606
– –
-14,055
1607
– –
-7,451
1608
– –
-20,017
1609
– –
-11,075
1610
– –
-11,178
1611
– –
-41,650
1612
– –
-7,231
1613
– –
-10,525
1614
– –
-7,649
1615
– –
-11,672
1616
– –
-62,520
1617
– –
-12,547
1618
– –
-18,780
1619
– –
-4,397
1620
– –
-15,157
1621
– –
-6,956
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