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
401
$540K 0.07%
24,906
-1,709
402
$539K 0.07%
5,785
-1,489
403
$538K 0.07%
6,863
-462
404
$536K 0.07%
5,338
-1,382
405
$536K 0.07%
28,785
-1,891
406
$534K 0.07%
12,379
+379
407
$533K 0.07%
30,971
-2,134
408
$533K 0.07%
22,499
-1,483
409
$532K 0.07%
7,326
-505
410
$531K 0.07%
5,965
-414
411
$531K 0.07%
2,797
-824
412
$531K 0.07%
4,665
-307
413
$529K 0.07%
6,893
-472
414
$528K 0.07%
32,949
-2,241
415
$527K 0.07%
10,442
-721
416
$527K 0.07%
11,427
-3,709
417
$527K 0.07%
13,998
-1,277
418
$526K 0.06%
6,764
-487
419
$526K 0.06%
17,305
-1,140
420
$524K 0.06%
12,352
-851
421
$519K 0.06%
25,240
-1,744
422
$518K 0.06%
9,372
-2,450
423
$518K 0.06%
2,347
-600
424
$516K 0.06%
11,499
-631
425
$514K 0.06%
19,539
-4,953
15 16
17
18 19