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
151
$5.34M 0.13%
78,717
+10,429
152
$5.29M 0.13%
169,960
-4,175
153
$5.28M 0.13%
72,070
-2,318
154
$5.26M 0.13%
204,248
-7,559
155
$5.19M 0.13%
11,982
-367
156
$5.16M 0.13%
23,945
-784
157
$5.09M 0.13%
108,984
-5,039
158
$5.07M 0.13%
61,545
-2,437
159
$5.04M 0.12%
32,273
-980
160
$4.96M 0.12%
64,304
-1,621
161
$4.92M 0.12%
278,655
-6,660
162
$4.91M 0.12%
84,853
-3,087
163
$4.86M 0.12%
12,016
-366
164
$4.8M 0.12%
33,028
-1,067
165
$4.76M 0.12%
97,974
-2,401
166
$4.75M 0.12%
76,021
-3,004
167
$4.7M 0.12%
120,045
-2,820
168
$4.65M 0.12%
11,892
-351
169
$4.6M 0.11%
42,198
-1,057
170
$4.6M 0.11%
27,551
-665
171
$4.58M 0.11%
35,334
-906
172
$4.54M 0.11%
491,253
-11,388
173
$4.54M 0.11%
44,303
-1,266
174
$4.53M 0.11%
96,331
-2,381
175
$4.53M 0.11%
22,458
-717
5 6
7
8 9