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
476
$473K 0.06%
18,336
-1,267
477
$473K 0.06%
22,904
-1,619
478
$472K 0.06%
7,049
-448
479
$472K 0.06%
13,652
-903
480
$471K 0.06%
3,912
-339
481
$471K 0.06%
11,655
-809
482
$469K 0.06%
10,432
-715
483
$468K 0.06%
23,778
-1,659
484
$466K 0.06%
17,052
-1,119
485
$465K 0.06%
13,340
-4,314
486
$465K 0.06%
10,912
-769
487
$464K 0.06%
8,209
-745
488
$464K 0.06%
4,658
-1,485
489
$462K 0.06%
12,644
-872
490
$460K 0.06%
557,880
-183,760
491
$459K 0.06%
5,545
-1,417
492
$458K 0.06%
46,703
-3,353
493
$457K 0.06%
5,189
-1,445
494
$457K 0.06%
4,515
-1,469
495
$456K 0.06%
11,154
-736
496
$455K 0.06%
35,457
-2,502
497
$452K 0.06%
47,150
-11,850
498
$452K 0.06%
13,066
-902
499
$452K 0.06%
30,091
-2,369
500
$450K 0.06%
16,044
-1,091
18 19
20
21 22