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
251
$730K 0.09%
21,760
-1,480
252
$730K 0.09%
35,340
-2,550
253
$726K 0.09%
40,764
-2,699
254
$725K 0.09%
14,422
-1,897
255
$724K 0.09%
+81,912
256
$724K 0.09%
9,280
-648
257
$722K 0.09%
9,326
-2,378
258
$720K 0.09%
7,963
-522
259
$714K 0.09%
10,755
-3,544
260
$714K 0.09%
5,016
-1,254
261
$712K 0.09%
14,853
-3,859
262
$710K 0.09%
10,425
-687
263
$708K 0.09%
34,580
-2,508
264
$708K 0.09%
20,252
-1,355
265
$707K 0.09%
5,058
-347
266
$706K 0.09%
26,483
-1,732
267
$705K 0.09%
132,127
-8,596
268
$704K 0.09%
11,168
-734
269
$704K 0.09%
47,190
-15,027
270
$701K 0.09%
11,118
-774
271
$700K 0.09%
5,516
-387
272
$700K 0.09%
16,928
-5,268
273
$698K 0.09%
80,649
-24,852
274
$697K 0.09%
939
-245
275
$697K 0.09%
6,266
-434
9 10
11
12 13