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 | |
|---|---|---|---|---|---|---|---|
| $8K | ﹤0.01% | 1,833 | – | – | |||
| $8K | ﹤0.01% | 1,808 +437 | +32% | +$1.93K | |||
| $8K | ﹤0.01% | 840 +202 | +32% | +$1.92K | |||
| $8K | ﹤0.01% | 387 | – | – | |||
| $8K | ﹤0.01% | 2,673 | – | – | |||
| $8K | ﹤0.01% | 1,584 +203 | +15% | +$1.03K | |||
| $8K | ﹤0.01% | 4,136 +928 | +29% | +$1.8K | |||
| $8K | ﹤0.01% | 6,045 | – | – | |||
| $8K | ﹤0.01% | 13,657 +1,436 | +12% | +$841 | |||
| $8K | ﹤0.01% | 1,470 | – | – | |||
| $8K | ﹤0.01% | 288 +52 | +22% | +$1.44K | |||
| $8K | ﹤0.01% | 1,613 | – | – | |||
| $8K | ﹤0.01% | 8,934 +1,993 | +29% | +$1.79K | |||
| $8K | ﹤0.01% | 404 +73 | +22% | +$1.45K | |||
| $8K | ﹤0.01% | 840 | – | – | |||
| $8K | ﹤0.01% | 223 | – | – | |||
| $8K | ﹤0.01% | 690 | – | – | |||
| $8K | ﹤0.01% | 323 | – | – | |||
| $8K | ﹤0.01% | 2,259 | – | – | |||
| $8K | ﹤0.01% | 1,056 | – | – | |||
| $8K | ﹤0.01% | 281 | – | – | |||
| $8K | ﹤0.01% | 1,651 | – | – | |||
| $8K | ﹤0.01% | 1,213 | – | – | |||
| $8K | ﹤0.01% | 371 | – | – | |||
| $8K | ﹤0.01% | 3,170 | – | – |
