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
1726
– –
-6,256
1727
– –
-2,724
1728
– –
-18,738
1729
– –
-4,438
1730
– –
-4,418
1731
– –
-15,573
1732
– –
-10,595
1733
– –
-9,370
1734
– –
-7,408
1735
– –
-1,829
1736
– –
-15,478
1737
– –
-3,945
1738
– –
-7,143
1739
– –
-6,113
1740
– –
-15,023
1741
– –
-5,500
1742
– –
-6,889
1743
– –
-8,007
1744
– –
-2,034
1745
– –
-133
1746
– –
-13,634
1747
– –
-9,569
1748
– –
-19,463
1749
– –
-23,689
1750
– –
-9,653
67 68 69
70
71