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
201
$3.86M 0.1%
35,373
-1,120
202
$3.86M 0.1%
72,679
-2,290
203
$3.79M 0.09%
55,868
-1,535
204
$3.65M 0.09%
26,764
-858
205
$3.63M 0.09%
47,455
-1,898
206
$3.63M 0.09%
239,000
-16,570
207
$3.61M 0.09%
23,632
+5,783
208
$3.59M 0.09%
101,675
-4,357
209
$3.57M 0.09%
48,501
-1,563
210
$3.54M 0.09%
121,610
-5,424
211
$3.53M 0.09%
70,176
-1,707
212
$3.51M 0.09%
+34,349
213
$3.51M 0.09%
18,717
-855
214
$3.46M 0.09%
26,057
-1,195
215
$3.45M 0.09%
34,077
+351
216
$3.43M 0.08%
39,951
-1,928
217
$3.42M 0.08%
42,317
-1,320
218
$3.4M 0.08%
31,194
-1,407
219
$3.36M 0.08%
26,347
-630
220
$3.35M 0.08%
63,400
-1,544
221
$3.32M 0.08%
38,864
-536
222
$3.32M 0.08%
35,521
-1,226
223
$3.28M 0.08%
39,142
-1,194
224
$3.25M 0.08%
50,989
-1,244
225
$3.25M 0.08%
12,999
-399
7 8
9
10 11