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
701
$336K 0.04%
4,901
+32
702
$336K 0.04%
2,497
-641
703
$336K 0.04%
13,267
-1,684
704
$335K 0.04%
7,591
-2,185
705
$335K 0.04%
10,350
-740
706
$334K 0.04%
19,772
-1,398
707
$334K 0.04%
4,813
-1,241
708
$334K 0.04%
4,181
-366
709
$333K 0.04%
2,215
-564
710
$333K 0.04%
4,772
-1,487
711
$333K 0.04%
6,938
-487
712
$333K 0.04%
3,516
-316
713
$332K 0.04%
6,607
-2,181
714
$332K 0.04%
33,014
-2,375
715
$332K 0.04%
8,911
-621
716
$330K 0.04%
5,111
-350
717
$330K 0.04%
7,020
-2,169
718
$329K 0.04%
6,804
-448
719
$329K 0.04%
19,336
-1,224
720
$329K 0.04%
6,451
-467
721
$325K 0.04%
6,549
-564
722
$324K 0.04%
1,769
-573
723
$324K 0.04%
5,547
-416
724
$324K 0.04%
6,156
-410
725
$324K 0.04%
7,582
-1,964
27 28
29
30 31