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
176
$4.51M 0.11%
56,346
-2,976
177
$4.45M 0.11%
40,717
-1,082
178
$4.43M 0.11%
47,890
-1,231
179
$4.4M 0.11%
65,317
-2,105
180
$4.4M 0.11%
50,004
-1,533
181
$4.39M 0.11%
61,985
-1,511
182
$4.39M 0.11%
31,549
-984
183
$4.35M 0.11%
60,074
-1,784
184
$4.32M 0.11%
43,806
-1,487
185
$4.23M 0.1%
238,707
-5,875
186
$4.22M 0.1%
136,585
-88,703
187
$4.21M 0.1%
25,183
-816
188
$4.21M 0.1%
179,020
-5,768
189
$4.19M 0.1%
181,125
-7,680
190
$4.19M 0.1%
76,075
-1,441
191
$4.15M 0.1%
152,513
+45,854
192
$4.07M 0.1%
116,171
-2,836
193
$4.06M 0.1%
123,085
-3,252
194
$4.02M 0.1%
47,941
+551
195
$3.92M 0.1%
13,236
-340
196
$3.92M 0.1%
68,866
+1,144
197
$3.91M 0.1%
58,499
-1,421
198
$3.89M 0.1%
22,328
-670
199
$3.88M 0.1%
39,212
-935
200
$3.88M 0.1%
42,695
-1,692
6 7
8
9 10