AB
Amalgamated Bank Portfolio holdings
AUM $11.7B
This Quarter Return
-3.12%
1 Year Return
+13.28%
3 Year Return
+54.06%
5 Year Return
+229.18%
10 Year Return
+424.79%
AUM
$11.7B
AUM Growth
-$497M (-4%)
Cap. Flow
+$131M
Cap. Flow % of AUM
1.12%
Top 10 Holdings %Top 10 Hldgs %
29.42%
Holding
2,998
New
11
Increased
1,198
Reduced
1,041
Closed
27
Top Buys
| 1 | $18.8M | |
| 2 | $12.7M | |
| 3 | $11.7M | |
| 4 | $9.41M | |
| 5 | $8.96M |
Top Sells
| 1 | $6.56M | |
| 2 | $5.72M | |
| 3 | $3.17M | |
| 4 | $2.95M | |
| 5 | $2.86M |
Sector Composition
| 1 | Technology | 28.81% |
| 2 | Financials | 14.49% |
| 3 | Consumer Discretionary | 11.02% |
| 4 | Healthcare | 10.86% |
| 5 | Industrials | 9.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $9K | ﹤0.01% | 965 | – | – | |||
| $9K | ﹤0.01% | 2,808 | – | – | |||
| $9K | ﹤0.01% | 1,488 | – | – | |||
| $9K | ﹤0.01% | 568 | – | – | |||
| $9K | ﹤0.01% | 317 +47 | +17% | +$1.33K | |||
| $9K | ﹤0.01% | 5,939 | – | – | |||
| $9K | ﹤0.01% | 849 +262 | +45% | +$2.78K | |||
| $9K | ﹤0.01% | 570 | – | – | |||
| $9K | ﹤0.01% | 2,091 | – | – | |||
| $9K | ﹤0.01% | 1,546 | – | – | |||
| $9K | ﹤0.01% | 147 | – | – | |||
| $9K | ﹤0.01% | 3,510 +716 | +26% | +$1.84K | |||
| $9K | ﹤0.01% | 4,440 | – | – | |||
| $9K | ﹤0.01% | 1,197 +133 | +13% | +$1K | |||
| $9K | ﹤0.01% | 331 | – | – | |||
| $9K | ﹤0.01% | 4,499 +592 | +15% | +$1.18K | |||
| $9K | ﹤0.01% | 6,343 +4,092 | +182% | +$5.81K | |||
| $9K | ﹤0.01% | 6,538 | – | – | |||
| $9K | ﹤0.01% | 6,266 +709 | +13% | +$1.02K | |||
| $9K | ﹤0.01% | 847 | – | – | |||
| $9K | ﹤0.01% | 1,312 | – | – | |||
| $9K | ﹤0.01% | 361 | – | – | |||
| $9K | ﹤0.01% | 414 | – | – | |||
| $9K | ﹤0.01% | 1,894 | – | – | |||
| $9K | ﹤0.01% | 1,497 | – | – |
