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
1651
– –
-6,306
1652
– –
-6,990
1653
– –
-4,938
1654
– –
-5,791
1655
– –
-17,260
1656
– –
-12,793
1657
– –
-4,672
1658
– –
-19,452
1659
– –
-6,321
1660
– –
-6,956
1661
– –
-4,777
1662
– –
-11,205
1663
– –
-7,502
1664
– –
-6,807
1665
– –
-7,108
1666
– –
-19,419
1667
– –
-16,246
1668
– –
-5,508
1669
– –
-3,364
1670
– –
-9,995
1671
– –
-15,843
1672
– –
-14,892
1673
– –
-14,829
1674
– –
-8,556
1675
– –
-9,748
65 66
67
68 69