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
526
$432K 0.05%
10,494
-2,671
527
$431K 0.05%
7,842
-564
528
$427K 0.05%
15,914
-1,130
529
$426K 0.05%
8,342
-2,712
530
$426K 0.05%
21,171
-6,977
531
$426K 0.05%
39,238
-2,581
532
$425K 0.05%
19,775
-1,346
533
$425K 0.05%
8,290
-2,695
534
$425K 0.05%
4,092
-276
535
$425K 0.05%
2,245
-574
536
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47,992
-3,312
537
$422K 0.05%
13,982
-949
538
$422K 0.05%
17,629
-5,729
539
$421K 0.05%
33,824
-2,546
540
$420K 0.05%
7,729
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541
$419K 0.05%
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7,121
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543
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545
$417K 0.05%
12,539
-1,066
546
$416K 0.05%
4,057
-1,051
547
$416K 0.05%
7,806
-2,562
548
$415K 0.05%
7,383
-481
549
$415K 0.05%
15,599
-1,113
550
$415K 0.05%
8,964
-622
20 21
22
23 24