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
$2.64B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.26M
3
+$1.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.15M
5
PTON icon
Peloton Interactive
PTON
+$1.09M

Top Sells

1
+$7.92M
2
+$7.11M
3
+$3.54M
4
NVCR icon
NovoCure
NVCR
+$2.24M
5
ALLE icon
Allegion
ALLE
+$1.7M

Sector Composition

1 Technology 24.94%
2 Healthcare 14.03%
3 Consumer Discretionary 12.51%
4 Financials 11.82%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 5.22%
1,038,431
-6,528
2
$108M 4.08%
483,608
-2,547
3
$89.1M 3.38%
547,220
-2,680
4
$42.3M 1.6%
154,786
-839
5
$34.4M 1.3%
146,304
+28,758
6
$33M 1.25%
376,600
-1,780
7
$31.9M 1.21%
364,500
-8,240
8
$24.9M 0.94%
107,422
-2,237
9
$23.9M 0.91%
152,174
-434
10
$23.8M 0.9%
108,906
-468
11
$21.8M 0.83%
171,946
-394
12
$20.9M 0.79%
59,668
-308
13
$20.5M 0.78%
147,125
-657
14
$20.3M 0.77%
56,828
-354
15
$20.1M 0.76%
53,541
+1,584
16
$20.1M 0.76%
1,535,920
-6,640
17
$18.6M 0.7%
102,489
-209
18
$17.7M 0.67%
75,670
-410
19
$17.3M 0.66%
65,098
-254
20
$15.5M 0.59%
30,988
-164
21
$14.9M 0.57%
27,610
-130
22
$13.8M 0.52%
234,825
-558
23
$13.5M 0.51%
257,312
-500
24
$13.2M 0.5%
437,025
-1,199
25
$13.1M 0.5%
168,067
-856
1
2 3 4 5