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
301
$662K 0.08%
15,615
-930
302
$661K 0.08%
15,901
-1,049
303
$659K 0.08%
10,512
-724
304
$659K 0.08%
11,502
-2,976
305
$657K 0.08%
35,653
-11,345
306
$655K 0.08%
9,108
-2,366
307
$653K 0.08%
9,498
-2,428
308
$652K 0.08%
11,288
-777
309
$652K 0.08%
16,616
-1,178
310
$651K 0.08%
14,226
-3,730
311
$651K 0.08%
15,877
-5,101
312
$651K 0.08%
39,880
-2,656
313
$651K 0.08%
19,542
-1,309
314
$648K 0.08%
13,343
-4,337
315
$647K 0.08%
+6,402
316
$647K 0.08%
7,524
-526
317
$646K 0.08%
16,876
-1,174
318
$646K 0.08%
8,574
+2,044
319
$645K 0.08%
3,502
-1,103
320
$644K 0.08%
23,845
-1,597
321
$644K 0.08%
19,068
-1,255
322
$642K 0.08%
14,992
-999
323
$642K 0.08%
7,237
-490
324
$639K 0.08%
6,158
-2,088
325
$638K 0.08%
12,163
-880
11 12
13
14 15