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
$3.53B
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$11.8M
3
+$3.09M
4
CVS icon
CVS Health
CVS
+$2.18M
5
MPC icon
Marathon Petroleum
MPC
+$1.59M

Top Sells

1
+$8.78M
2
+$6.86M
3
+$6.82M
4
AAPL icon
Apple
AAPL
+$5.09M
5
MSFT icon
Microsoft
MSFT
+$3M

Sector Composition

1 Technology 18.1%
2 Healthcare 14.6%
3 Financials 14.41%
4 Consumer Discretionary 10.56%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.39M 0.12%
70,111
-1,959
152
$4.37M 0.12%
11,689
-327
153
$4.36M 0.12%
106,176
-2,808
154
$4.34M 0.12%
65,699
-1,781
155
$4.34M 0.12%
58,999
-2,546
156
$4.33M 0.12%
27,037
-514
157
$4.29M 0.12%
94,183
-2,148
158
$4.26M 0.12%
39,390
-1,327
159
$4.22M 0.12%
41,168
-1,030
160
$4.21M 0.12%
118,355
-1,690
161
$4.2M 0.12%
51,506
-1,336
162
$4.17M 0.12%
11,817
-165
163
$4.15M 0.12%
31,867
-1,161
164
$4.14M 0.12%
62,959
-1,345
165
$4.14M 0.12%
95,610
-2,364
166
$4.12M 0.12%
34,371
-963
167
$4.12M 0.12%
82,464
-2,389
168
$4.11M 0.12%
222,720
+86,135
169
$4.04M 0.11%
31,431
-842
170
$4.04M 0.11%
197,193
-7,055
171
$4.03M 0.11%
46,934
-956
172
$4.02M 0.11%
175,185
-5,940
173
$3.96M 0.11%
52,822
-1,364
174
$3.8M 0.11%
41,381
-1,314
175
$3.77M 0.11%
492,478
+1,225
5 6
7
8 9