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
201
$9.52M 0.08%
16,335
-103
202
$9.5M 0.08%
29,336
+1,664
203
$9.44M 0.08%
70,347
+4,082
204
$9.29M 0.08%
126,877
-7,777
205
$9.23M 0.08%
50,874
-126
206
$9.2M 0.08%
109,809
-2,972
207
$9.15M 0.08%
81,744
+6,948
208
$9.14M 0.08%
30,648
+616
209
$9.07M 0.07%
254,142
+10,264
210
$9.07M 0.07%
76,557
+4,998
211
$9.07M 0.07%
61,060
+1,862
212
$9.01M 0.07%
100,941
+160
213
$8.88M 0.07%
17,580
-172
214
$8.86M 0.07%
37,258
-948
215
$8.8M 0.07%
36,665
-1,076
216
$8.7M 0.07%
376,317
-10,422
217
$8.66M 0.07%
43,137
+1,758
218
$8.55M 0.07%
37,969
+2,228
219
$8.53M 0.07%
63,132
-2,820
220
$8.51M 0.07%
70,278
-2,366
221
$8.49M 0.07%
42,764
+3,220
222
$8.46M 0.07%
47,701
-1,163
223
$8.46M 0.07%
30,050
-1,836
224
$8.44M 0.07%
105,094
-3,528
225
$8.43M 0.07%
17,128
+809
7 8
9
10 11