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
326
$638K 0.08%
10,884
-2,762
327
$637K 0.08%
12,237
-4,019
328
$635K 0.08%
11,893
-3,910
329
$635K 0.08%
3,247
-224
330
$635K 0.08%
19,252
-1,298
331
$633K 0.08%
7,320
-1,872
332
$632K 0.08%
10,177
-4,001
333
$626K 0.08%
7,315
-484
334
$625K 0.08%
22,897
-1,500
335
$621K 0.08%
11,394
-3,647
336
$618K 0.08%
11,523
-3,828
337
$618K 0.08%
13,738
-997
338
$617K 0.08%
9,752
-640
339
$615K 0.08%
7,639
-506
340
$615K 0.08%
32,918
-12,048
341
$615K 0.08%
9,476
-657
342
$615K 0.08%
28,682
-1,932
343
$615K 0.08%
8,775
-571
344
$612K 0.08%
18,364
-1,328
345
$612K 0.08%
15,670
-4,351
346
$611K 0.08%
10,062
-2,547
347
$609K 0.08%
5,951
-430
348
$606K 0.07%
20,742
-1,452
349
$605K 0.07%
14,381
-1,041
350
$604K 0.07%
12,842
-4,222
12 13
14
15 16