AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$4.35M
3
+$3.82M
4
MA icon
Mastercard
MA
+$2.52M
5
BIIB icon
Biogen
BIIB
+$1.73M

Top Sells

1
+$437K
2
+$418K
3
+$291K
4
AAPL icon
Apple
AAPL
+$135K
5
XOM icon
Exxon Mobil
XOM
+$117K

Sector Composition

1 Technology 13.74%
2 Healthcare 12.97%
3 Industrials 12.96%
4 Financials 12.56%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 2.3%
674,352
-6,720
2
$11.1M 1.89%
110,058
-1,156
3
$8.09M 1.37%
216,055
-1,958
4
$7.89M 1.34%
+282,776
5
$7.77M 1.32%
70,188
+39,290
6
$7.17M 1.22%
53,390
-556
7
$6.42M 1.09%
70,096
-681
8
$6M 1.02%
48,018
-499
9
$5.53M 0.94%
67,888
-707
10
$5.48M 0.93%
93,642
-955
11
$5.43M 0.92%
119,597
-1,259
12
$5.29M 0.9%
44,606
-441
13
$5.08M 0.86%
28,315
-274
14
$5.07M 0.86%
174,311
-2,006
15
$4.71M 0.8%
50,068
+9,700
16
$4.68M 0.8%
176,271
-1,857
17
$4.16M 0.71%
266,980
-2,827
18
$4.11M 0.7%
99,547
-952
19
$4.02M 0.68%
46,730
+5,300
20
$3.93M 0.67%
75,401
-756
21
$3.82M 0.65%
+191,600
22
$3.74M 0.64%
78,244
-788
23
$3.66M 0.62%
74,501
-666
24
$3.54M 0.6%
136,084
-1,342
25
$3.53M 0.6%
92,374
-945
1
2 3 4 5