AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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
26
$4.2M 0.52%
148,868
-10,936
27
$4.11M 0.51%
79,351
-26,069
28
$3.98M 0.49%
78,925
-25,116
29
$3.78M 0.47%
37,958
-1,317
30
$3.73M 0.46%
22,983
-5,874
31
$3.63M 0.45%
133,563
-43,423
32
$3.59M 0.44%
40,834
-12,579
33
$3.55M 0.44%
26,960
-7,719
34
$3.47M 0.43%
50,486
-12,819
35
$3.45M 0.43%
11,032
-3,195
36
$3.4M 0.42%
28,755
-7,527
37
$3.37M 0.42%
28,641
-7,365
38
$3.33M 0.41%
91,085
-25,769
39
$3.29M 0.41%
33,695
-8,795
40
$3.22M 0.4%
55,299
-15,244
41
$2.97M 0.37%
20,527
-5,378
42
$2.96M 0.37%
49,987
-12,885
43
$2.94M 0.36%
30,206
-7,740
44
$2.88M 0.35%
22,823
-5,906
45
$2.87M 0.35%
37,316
-12,204
46
$2.87M 0.35%
23,967
-6,132
47
$2.72M 0.34%
45,330
-11,535
48
$2.56M 0.32%
41,020
-10,470
49
$2.54M 0.31%
124,296
-40,578
50
$2.5M 0.31%
29,613
-7,521
1
2
3 4 5