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
551
$415K 0.05%
5,462
+402
552
$414K 0.05%
3,693
-334
553
$413K 0.05%
15,189
-4,942
554
$412K 0.05%
1,720
-557
555
$412K 0.05%
13,730
-4,407
556
$411K 0.05%
25,624
-1,688
557
$411K 0.05%
10,965
-729
558
$411K 0.05%
23,778
-1,578
559
$411K 0.05%
5,413
-1,801
560
$409K 0.05%
5,878
-409
561
$408K 0.05%
47,436
-3,253
562
$407K 0.05%
16,547
-1,136
563
$407K 0.05%
28,774
-9,099
564
$407K 0.05%
15,404
-2,017
565
$407K 0.05%
44,287
-3,037
566
$406K 0.05%
14,804
-985
567
$406K 0.05%
6,741
-613
568
$406K 0.05%
6,601
-434
569
$405K 0.05%
6,644
-1,799
570
$405K 0.05%
10,380
-718
571
$401K 0.05%
15,161
-1,938
572
$401K 0.05%
3,598
-915
573
$400K 0.05%
6,444
-1,650
574
$400K 0.05%
3,692
-1,197
575
$400K 0.05%
11,977
-3,130
21 22
23
24 25