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
451
$492K 0.06%
3,922
-1,275
452
$491K 0.06%
7,420
-647
453
$491K 0.06%
8,705
-2,819
454
$490K 0.06%
16,013
-1,407
455
$489K 0.06%
15,393
-5,017
456
$489K 0.06%
23,667
-1,584
457
$489K 0.06%
27,744
-1,916
458
$488K 0.06%
37,380
-9,536
459
$488K 0.06%
3,848
-1,029
460
$488K 0.06%
10,506
-757
461
$487K 0.06%
6,027
-1,988
462
$484K 0.06%
14,757
-4,613
463
$483K 0.06%
10,797
-726
464
$482K 0.06%
4,466
-312
465
$481K 0.06%
44,819
-3,246
466
$481K 0.06%
6,095
-1,597
467
$480K 0.06%
19,962
-1,410
468
$479K 0.06%
17,188
-1,249
469
$479K 0.06%
26,814
-1,781
470
$478K 0.06%
7,894
-2,344
471
$478K 0.06%
13,317
-4,326
472
$476K 0.06%
10,959
-3,619
473
$476K 0.06%
13,319
-3,468
474
$476K 0.06%
14,715
-972
475
$475K 0.06%
8,199
-551
17 18
19
20 21