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
651
$356K 0.04%
12,090
-3,163
652
$356K 0.04%
10,887
-754
653
$356K 0.04%
22,404
-1,610
654
$355K 0.04%
10,611
-2,894
655
$354K 0.04%
17,500
-7,198
656
$352K 0.04%
5,636
-407
657
$352K 0.04%
11,093
-3,602
658
$352K 0.04%
3,753
-1,183
659
$352K 0.04%
20,585
-5,290
660
$351K 0.04%
3,933
-269
661
$349K 0.04%
5,310
-484
662
$348K 0.04%
5,114
-369
663
$348K 0.04%
11,488
-782
664
$348K 0.04%
3,302
-1,086
665
$347K 0.04%
12,392
-904
666
$347K 0.04%
4,432
-382
667
$346K 0.04%
15,788
-1,038
668
$346K 0.04%
2,955
-207
669
$345K 0.04%
5,703
-398
670
$344K 0.04%
11,877
-780
671
$344K 0.04%
3,824
-1,021
672
$344K 0.04%
23,366
-1,657
673
$343K 0.04%
12,934
-848
674
$343K 0.04%
3,230
-959
675
$343K 0.04%
9,222
-663
25 26
27
28 29