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
376
$575K 0.07%
5,080
-345
377
$574K 0.07%
4,594
-319
378
$573K 0.07%
10,568
-703
379
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8,477
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380
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3,951
-1,225
381
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22,226
-5,767
382
$568K 0.07%
31,083
-12,490
383
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5,322
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384
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6,433
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385
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47,662
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387
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8,515
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388
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34,829
-2,275
389
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40,055
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390
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7,825
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391
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7,381
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18,583
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34,530
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395
$552K 0.07%
9,203
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397
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9,103
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398
$542K 0.07%
7,983
-2,068
399
$542K 0.07%
19,131
-1,303
400
$540K 0.07%
6,999
-1,768
14 15
16
17 18