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
276
$697K 0.09%
15,447
-1,117
277
$695K 0.09%
12,404
-818
278
$692K 0.09%
33,268
-2,271
279
$691K 0.09%
6,311
-438
280
$690K 0.09%
8,185
-1,024
281
$685K 0.08%
12,794
-859
282
$685K 0.08%
5,764
-390
283
$684K 0.08%
14,506
-3,861
284
$680K 0.08%
22,698
-7,460
285
$680K 0.08%
24,589
-1,688
286
$678K 0.08%
29,111
-2,107
287
$676K 0.08%
8,860
-2,799
288
$676K 0.08%
8,825
-612
289
$676K 0.08%
4,202
-305
290
$675K 0.08%
27,204
-6,990
291
$674K 0.08%
6,250
-454
292
$674K 0.08%
7,966
-2,621
293
$674K 0.08%
12,676
-4,092
294
$671K 0.08%
33,872
-8,152
295
$671K 0.08%
12,465
-3,246
296
$671K 0.08%
12,416
-3,286
297
$671K 0.08%
9,865
-2,849
298
$669K 0.08%
15,927
-1,101
299
$667K 0.08%
15,132
-1,048
300
$666K 0.08%
+21,898
10 11
12
13 14