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
$12.1B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.1M
3
+$13.1M
4
COST icon
Costco
COST
+$13M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1
+$4.64M
2
+$4.13M
3
+$3.44M
4
HPE icon
Hewlett Packard
HPE
+$3.39M
5
TSLA icon
Tesla
TSLA
+$3.15M

Sector Composition

1 Technology 30.07%
2 Financials 12.92%
3 Healthcare 11.34%
4 Consumer Discretionary 11.03%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.1M 0.11%
44,053
-845
152
$12.5M 0.1%
45,247
-813
153
$12.3M 0.1%
112,474
-3,061
154
$12.3M 0.1%
44,843
-1,056
155
$12.2M 0.1%
52,757
+770
156
$12.1M 0.1%
43,098
-1,015
157
$12.1M 0.1%
225,841
-7,181
158
$11.7M 0.1%
279,507
-9,171
159
$11.7M 0.1%
21,043
-560
160
$11.7M 0.1%
32,073
-190
161
$11.7M 0.1%
3,703
+7
162
$11.7M 0.1%
91,961
-2,249
163
$11.6M 0.1%
46,770
-1,322
164
$11.6M 0.1%
103,351
-4,544
165
$11.5M 0.09%
60,286
+296
166
$11.2M 0.09%
262,918
-7,058
167
$11.2M 0.09%
74,865
-2,069
168
$11.1M 0.09%
112,447
+7,133
169
$11M 0.09%
44,423
-1,225
170
$11M 0.09%
241,665
-4,371
171
$11M 0.09%
13,535
-144
172
$10.9M 0.09%
66,690
-4,353
173
$10.8M 0.09%
171,084
-2,599
174
$10.8M 0.09%
82,423
-3,493
175
$10.8M 0.09%
105,585
-798
5 6
7
8 9