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
626
$366K 0.05%
46,100
-12,550
627
$365K 0.05%
8,733
-2,841
628
$365K 0.05%
10,888
-747
629
$365K 0.05%
7,031
-487
630
$364K 0.04%
6,038
-1,610
631
$363K 0.04%
19,643
-1,384
632
$363K 0.04%
11,412
-801
633
$363K 0.04%
19,000
-2,411
634
$362K 0.04%
35,476
-9,064
635
$362K 0.04%
4,007
-365
636
$362K 0.04%
12,935
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637
$361K 0.04%
4,983
-453
638
$361K 0.04%
3,132
-6,950
639
$360K 0.04%
5,995
-400
640
$360K 0.04%
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641
$360K 0.04%
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642
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643
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13,316
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644
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5,240
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645
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9,194
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$358K 0.04%
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$357K 0.04%
7,869
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648
$357K 0.04%
12,454
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649
$357K 0.04%
8,709
-571
650
$357K 0.04%
5,158
-1,328
24 25
26
27 28