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
501
$447K 0.06%
3,492
-318
502
$447K 0.06%
7,846
-980
503
$445K 0.05%
16,717
-1,212
504
$445K 0.05%
3,935
-359
505
$444K 0.05%
5,784
-1,468
506
$444K 0.05%
9,821
-688
507
$442K 0.05%
15,411
-1,075
508
$442K 0.05%
8,525
-597
509
$441K 0.05%
9,908
-3,220
510
$440K 0.05%
606
-72
511
$440K 0.05%
16,735
-1,211
512
$440K 0.05%
6,877
-448
513
$439K 0.05%
6,837
-533
514
$438K 0.05%
13,114
-915
515
$438K 0.05%
3,523
-232
516
$438K 0.05%
11,161
-775
517
$437K 0.05%
10,909
-2,769
518
$436K 0.05%
7,240
-625
519
$436K 0.05%
7,642
-574
520
$434K 0.05%
6,021
-2,002
521
$434K 0.05%
16,584
-1,221
522
$434K 0.05%
4,066
-1,324
523
$434K 0.05%
13,386
-922
524
$433K 0.05%
17,349
-1,257
525
$432K 0.05%
5,378
-370
19 20
21
22 23