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
1701
– –
-25,260
1702
– –
-5,527
1703
– –
-10,717
1704
– –
-2,455
1705
– –
-2,548
1706
– –
-9,203
1707
– –
-12,574
1708
– –
-2,140
1709
– –
-3,709
1710
– –
-3,989
1711
– –
-8,925
1712
– –
-17,920
1713
– –
-7,185
1714
– –
-4,578
1715
– –
-6,537
1716
– –
-5,959
1717
– –
-888
1718
– –
-16,778
1719
– –
-1,895
1720
– –
-21,800
1721
– –
-5,188
1722
– –
-12,209
1723
– –
-9,926
1724
– –
-8,343
1725
– –
-13,099
67 68
69
70 71