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
$4.04B
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.51M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
WMB icon
Williams Companies
WMB
+$1.25M

Top Sells

1
+$8.88M
2
+$4M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M
5
AMD icon
Advanced Micro Devices
AMD
+$2.74M

Sector Composition

1 Technology 19.12%
2 Financials 14.97%
3 Healthcare 13.79%
4 Consumer Discretionary 10.56%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$165M 4.07%
2,916,432
-157,280
2
$130M 3.22%
1,139,629
-34,985
3
$124M 3.05%
1,233,240
-35,820
4
$59.4M 1.47%
360,966
-10,842
5
$55.1M 1.36%
924,080
-26,860
6
$54.7M 1.35%
905,600
-27,520
7
$53.6M 1.33%
250,443
-5,761
8
$48.4M 1.2%
350,542
-8,678
9
$47.6M 1.18%
421,590
-15,456
10
$42.5M 1.05%
499,478
-12,368
11
$40.7M 1.01%
270,919
-8,391
12
$38.6M 0.95%
145,023
-4,414
13
$36.2M 0.89%
174,620
-5,420
14
$34.5M 0.85%
1,172,626
-45,391
15
$32.2M 0.8%
770,763
-18,250
16
$31M 0.77%
139,243
-4,309
17
$30.7M 0.76%
1,211,322
-28,319
18
$30.5M 0.75%
82,019
-3,767
19
$28.8M 0.71%
591,218
-28,646
20
$28.7M 0.71%
546,665
-19,233
21
$27.8M 0.69%
520,440
-12,450
22
$27.5M 0.68%
581,654
-19,573
23
$27.5M 0.68%
224,626
-5,644
24
$26.1M 0.65%
313,917
-10,505
25
$25.8M 0.64%
557,560
-16,445
1
2 3 4 5