AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,333
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$724K
3
+$666K
4
HUBB icon
Hubbell
HUBB
+$647K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$451K

Top Sells

1
+$10M
2
+$4.76M
3
+$3.62M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.56M
5
GE icon
GE Aerospace
GE
+$3.22M

Sector Composition

1 Financials 14%
2 Healthcare 13.98%
3 Technology 13.34%
4 Industrials 11.67%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$773K 0.1%
8,537
-2,735
227
$772K 0.1%
15,411
-1,111
228
$771K 0.1%
4,744
-327
229
$771K 0.1%
20,403
-6,206
230
$770K 0.1%
45,600
-11,745
231
$770K 0.1%
20,520
-1,361
232
$762K 0.09%
22,380
-7,256
233
$762K 0.09%
9,189
-643
234
$758K 0.09%
7,907
-530
235
$758K 0.09%
39,108
-2,610
236
$757K 0.09%
14,940
-1,055
237
$756K 0.09%
8,328
-548
238
$756K 0.09%
460
-31
239
$753K 0.09%
10,507
-711
240
$750K 0.09%
12,875
-4,179
241
$745K 0.09%
20,416
-1,348
242
$744K 0.09%
8,682
-2,253
243
$744K 0.09%
14,361
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244
$741K 0.09%
15,629
-1,132
245
$741K 0.09%
28,507
-1,866
246
$737K 0.09%
9,597
-632
247
$736K 0.09%
15,612
-1,089
248
$735K 0.09%
23,043
-1,513
249
$731K 0.09%
13,612
-943
250
$730K 0.09%
11,070
-763
8 9
10
11 12