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
$2.64B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.26M
3
+$1.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.15M
5
PTON icon
Peloton Interactive
PTON
+$1.09M

Top Sells

1
+$7.92M
2
+$7.11M
3
+$3.54M
4
NVCR icon
NovoCure
NVCR
+$2.24M
5
ALLE icon
Allegion
ALLE
+$1.7M

Sector Composition

1 Technology 24.94%
2 Healthcare 14.03%
3 Consumer Discretionary 12.5%
4 Financials 11.83%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.82M 0.11%
23,944
-87
152
$2.82M 0.11%
100,086
+9,558
153
$2.8M 0.11%
38,325
+4
154
$2.75M 0.1%
16,679
+5
155
$2.73M 0.1%
45,505
-98
156
$2.71M 0.1%
5,431
-26
157
$2.71M 0.1%
33,756
-79
158
$2.71M 0.1%
22,057
-102
159
$2.7M 0.1%
30,604
+7
160
$2.66M 0.1%
8,726
-35
161
$2.66M 0.1%
16,149
-62
162
$2.64M 0.1%
4,948
-30
163
$2.63M 0.1%
22,022
+85
164
$2.61M 0.1%
7,848
+33
165
$2.6M 0.1%
15,232
+182
166
$2.6M 0.1%
19,255
-53
167
$2.6M 0.1%
6,021
-13
168
$2.59M 0.1%
9,991
-57
169
$2.54M 0.1%
25,706
-45
170
$2.54M 0.1%
26,430
+12
171
$2.51M 0.1%
1,127
+3
172
$2.51M 0.1%
30,575
-440
173
$2.51M 0.1%
9,668
+46
174
$2.5M 0.09%
19,249
+554
175
$2.5M 0.09%
89,950
-400
5 6
7
8 9