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
201
$2.22M 0.08%
33,201
+90
202
$2.21M 0.08%
24,489
+5
203
$2.21M 0.08%
15,825
+631
204
$2.21M 0.08%
23,884
-108
205
$2.2M 0.08%
9,184
+104
206
$2.2M 0.08%
54,976
-198
207
$2.2M 0.08%
47,540
-248
208
$2.18M 0.08%
14,044
+21
209
$2.18M 0.08%
12,484
-7
210
$2.17M 0.08%
31,454
+824
211
$2.15M 0.08%
9,319
-32
212
$2.14M 0.08%
16,600
+1,411
213
$2.14M 0.08%
82,137
-180
214
$2.13M 0.08%
10,257
-51
215
$2.13M 0.08%
14,425
+12
216
$2.11M 0.08%
11,002
+45
217
$2.1M 0.08%
41,834
-894
218
$2.1M 0.08%
14,113
-45
219
$2.1M 0.08%
17,686
-76
220
$2.09M 0.08%
32,808
-90
221
$2.09M 0.08%
69,150
-2,070
222
$2.08M 0.08%
9,061
+31
223
$2.07M 0.08%
9,298
-136
224
$2.06M 0.08%
5,924
-87
225
$2.06M 0.08%
21,730
+74
7 8
9
10 11