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
576
$399K 0.05%
10,995
-1,374
577
$399K 0.05%
9,334
-614
578
$399K 0.05%
5,569
-243
579
$397K 0.05%
4,884
-327
580
$396K 0.05%
3,783
-1,226
581
$396K 0.05%
5,912
-1,974
582
$395K 0.05%
10,961
-754
583
$395K 0.05%
11,012
-789
584
$394K 0.05%
56,629
-3,740
585
$393K 0.05%
4,397
-1,137
586
$393K 0.05%
14,921
-1,303
587
$391K 0.05%
4,555
-1,188
588
$390K 0.05%
7,285
-1,892
589
$389K 0.05%
7,860
-666
590
$388K 0.05%
3,143
-907
591
$388K 0.05%
4,392
-301
592
$387K 0.05%
7,003
-2,275
593
$387K 0.05%
5,028
-253
594
$387K 0.05%
9,130
-602
595
$386K 0.05%
25,991
-1,960
596
$386K 0.05%
9,558
-664
597
$385K 0.05%
5,379
-453
598
$384K 0.05%
11,482
-3,664
599
$384K 0.05%
8,996
-647
600
$381K 0.05%
13,749
-952
22 23
24
25 26