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
426
$514K 0.06%
13,284
-4,315
427
$513K 0.06%
108,064
-14,224
428
$513K 0.06%
12,412
-819
429
$513K 0.06%
16,515
-1,102
430
$513K 0.06%
13,254
-4,299
431
$512K 0.06%
9,311
-649
432
$511K 0.06%
12,055
-843
433
$509K 0.06%
4,199
-431
434
$509K 0.06%
9,632
-2,538
435
$509K 0.06%
5,402
-390
436
$508K 0.06%
6,809
-472
437
$508K 0.06%
23,150
-1,596
438
$507K 0.06%
8,556
-2,783
439
$506K 0.06%
81,180
-5,590
440
$505K 0.06%
8,457
-588
441
$505K 0.06%
6,953
-468
442
$505K 0.06%
4,412
-320
443
$502K 0.06%
16,095
-1,063
444
$502K 0.06%
15,890
-4,156
445
$501K 0.06%
16,699
-1,111
446
$501K 0.06%
19,346
-1,362
447
$501K 0.06%
21,506
-1,468
448
$496K 0.06%
8,031
-2,263
449
$496K 0.06%
10,653
-2,951
450
$494K 0.06%
7,693
-2,499
16 17
18
19 20