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
351
$604K 0.07%
4,592
-300
352
$603K 0.07%
17,672
-1,246
353
$601K 0.07%
9,134
-639
354
$601K 0.07%
10,693
-734
355
$600K 0.07%
17,570
-5,690
356
$600K 0.07%
19,636
+3,518
357
$599K 0.07%
15,693
-4,347
358
$597K 0.07%
22,927
-1,609
359
$597K 0.07%
18,335
-1,205
360
$597K 0.07%
6,680
-441
361
$594K 0.07%
14,822
-971
362
$593K 0.07%
17,079
-1,132
363
$592K 0.07%
16,134
-5,374
364
$592K 0.07%
8,618
-626
365
$591K 0.07%
13,765
-4,474
366
$590K 0.07%
3,382
-300
367
$589K 0.07%
36,291
-2,383
368
$588K 0.07%
12,507
-860
369
$587K 0.07%
8,571
-571
370
$586K 0.07%
4,592
-1,194
371
$583K 0.07%
19,569
-1,289
372
$581K 0.07%
2,582
-837
373
$580K 0.07%
22,058
-1,459
374
$579K 0.07%
13,510
-4,463
375
$575K 0.07%
15,688
-1,103
13 14
15
16 17