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
601
$380K 0.05%
8,373
-555
602
$378K 0.05%
5,535
-1,799
603
$378K 0.05%
1,866
-631
604
$378K 0.05%
8,628
-2,796
605
$378K 0.05%
5,545
-487
606
$378K 0.05%
19,415
-1,276
607
$377K 0.05%
10,246
+496
608
$377K 0.05%
6,154
-1,331
609
$376K 0.05%
3,876
-1,148
610
$376K 0.05%
10,116
-696
611
$375K 0.05%
25,825
-1,674
612
$375K 0.05%
17,845
-5,871
613
$374K 0.05%
16,612
-1,156
614
$373K 0.05%
18,681
-1,271
615
$373K 0.05%
10,127
-3,360
616
$373K 0.05%
6,631
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617
$372K 0.05%
13,660
-3,850
618
$371K 0.05%
974
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619
$371K 0.05%
25,129
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620
$370K 0.05%
14,711
-4,909
621
$370K 0.05%
11,247
-3,660
622
$369K 0.05%
4,699
-425
623
$369K 0.05%
3,997
-1,022
624
$369K 0.05%
4,357
-315
625
$366K 0.05%
10,363
-719
23 24
25
26 27