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
676
$342K 0.04%
1,805
-493
677
$342K 0.04%
6,057
-407
678
$342K 0.04%
18,918
-1,300
679
$342K 0.04%
4,357
-314
680
$341K 0.04%
11,068
-795
681
$341K 0.04%
7,583
-2,523
682
$341K 0.04%
6,004
-391
683
$341K 0.04%
10,078
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684
$340K 0.04%
10,631
-3,507
685
$340K 0.04%
7,096
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686
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6,326
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$340K 0.04%
8,681
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688
$339K 0.04%
14,310
-4,648
689
$339K 0.04%
6,892
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690
$339K 0.04%
6,288
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691
$339K 0.04%
10,108
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10,653
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693
$338K 0.04%
48,240
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694
$338K 0.04%
8,386
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695
$338K 0.04%
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696
$338K 0.04%
4,181
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697
$338K 0.04%
3,558
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698
$337K 0.04%
8,630
-589
699
$336K 0.04%
7,920
-1,448
700
$336K 0.04%
34,960
-11,563
26 27
28
29 30