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
$3.21B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,634
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.1M
3
+$2.01M
4
BKR icon
Baker Hughes
BKR
+$1.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$8.27M
2
+$6.12M
3
+$2.61M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
WOOF
VCA Inc.
WOOF
+$1.47M

Sector Composition

1 Technology 15.94%
2 Financials 15.81%
3 Healthcare 13.54%
4 Industrials 10.9%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.9M 3.02%
2,515,256
+52,204
2
$67.7M 2.11%
908,333
+19,317
3
$48.2M 1.5%
282,231
+6,335
4
$46.1M 1.44%
959,380
+21,940
5
$40.6M 1.26%
312,043
+5,712
6
$40.5M 1.26%
221,044
+4,509
7
$38.8M 1.21%
406,057
+6,944
8
$37.3M 1.16%
454,622
+11,330
9
$35M 1.09%
729,540
+16,840
10
$35M 1.09%
718,500
+15,760
11
$28.7M 0.89%
1,131,919
+10,834
12
$28.4M 0.89%
515,696
+9,588
13
$27.7M 0.86%
935,638
+17,628
14
$26.8M 0.84%
294,770
+5,240
15
$25M 0.78%
167,680
+27,494
16
$24.3M 0.76%
210,101
+3,843
17
$24.3M 0.76%
717,232
+13,270
18
$23.8M 0.74%
202,769
+5,105
19
$23.8M 0.74%
480,954
+9,671
20
$23.7M 0.74%
144,635
+2,829
21
$23.4M 0.73%
222,667
+4,555
22
$22.8M 0.71%
313,193
+2,728
23
$22.7M 0.71%
115,815
+2,627
24
$21.8M 0.68%
566,205
+11,677
25
$20.6M 0.64%
541,374
+9,705
1
2 3 4 5