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
$3.21B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,634
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.1M
3
+$2.01M
4
BKR icon
Baker Hughes
BKR
+$1.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$8.27M
2
+$6.12M
3
+$2.61M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
WOOF
VCA Inc.
WOOF
+$1.47M

Sector Composition

1 Technology 15.94%
2 Financials 15.81%
3 Healthcare 13.54%
4 Industrials 10.9%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.15M 0.13%
154,509
+8,248
152
$4.12M 0.13%
43,096
+1,055
153
$4.09M 0.13%
52,288
+1,073
154
$4M 0.12%
58,747
+1,124
155
$3.99M 0.12%
31,011
+659
156
$3.97M 0.12%
56,564
+1,052
157
$3.95M 0.12%
34,951
+1,777
158
$3.94M 0.12%
51,230
+881
159
$3.94M 0.12%
51,262
+907
160
$3.92M 0.12%
19,667
+432
161
$3.89M 0.12%
42,351
+680
162
$3.88M 0.12%
31,666
+142
163
$3.88M 0.12%
194,190
+3,417
164
$3.84M 0.12%
60,561
+1,127
165
$3.82M 0.12%
17,864
+378
166
$3.8M 0.12%
44,130
+1,379
167
$3.78M 0.12%
67,541
+385
168
$3.78M 0.12%
59,268
+1,324
169
$3.77M 0.12%
38,069
-429
170
$3.75M 0.12%
24,433
+386
171
$3.74M 0.12%
63,333
+832
172
$3.72M 0.12%
24,612
+405
173
$3.68M 0.11%
76,340
-817
174
$3.66M 0.11%
26,086
+518
175
$3.64M 0.11%
89,376
+1,622
5 6
7
8 9