AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$4.35M
3
+$3.82M
4
MA icon
Mastercard
MA
+$2.52M
5
BIIB icon
Biogen
BIIB
+$1.73M

Top Sells

1
+$437K
2
+$418K
3
+$291K
4
AAPL icon
Apple
AAPL
+$135K
5
XOM icon
Exxon Mobil
XOM
+$117K

Sector Composition

1 Technology 13.74%
2 Healthcare 12.97%
3 Industrials 12.96%
4 Financials 12.56%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$837K 0.14%
16,767
-170
152
$836K 0.14%
+9,726
153
$836K 0.14%
22,787
-7,920
154
$835K 0.14%
15,482
-137
155
$827K 0.14%
11,273
-141
156
$822K 0.14%
10,297
-93
157
$816K 0.14%
+46,472
158
$810K 0.14%
+9,416
159
$807K 0.14%
+9,594
160
$806K 0.14%
20,646
+5,241
161
$801K 0.14%
+11,662
162
$793K 0.13%
+15,710
163
$793K 0.13%
11,642
-125
164
$791K 0.13%
16,794
+4,317
165
$785K 0.13%
+11,045
166
$772K 0.13%
23,110
-226
167
$770K 0.13%
22,624
+5,109
168
$765K 0.13%
+7,742
169
$763K 0.13%
+19,378
170
$759K 0.13%
+4,517
171
$756K 0.13%
12,617
-127
172
$747K 0.13%
77,862
-771
173
$746K 0.13%
+5,894
174
$746K 0.13%
+10,470
175
$745K 0.13%
+9,450
5 6
7
8 9