AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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
51
$2.45M 0.3%
20,383
-29,628
52
$2.44M 0.3%
24,751
-6,383
53
$2.37M 0.29%
33,918
-10,724
54
$2.24M 0.28%
36,995
-11,980
55
$2.17M 0.27%
28,573
-7,389
56
$2.15M 0.27%
13,299
-3,403
57
$2.07M 0.26%
6,748
-2,183
58
$2.06M 0.25%
26,368
-6,826
59
$2.06M 0.25%
21,016
+2,875
60
$2.04M 0.25%
21,207
-5,411
61
$2.02M 0.25%
40,410
-16,709
62
$2.01M 0.25%
32,503
-13,633
63
$2M 0.25%
11,115
-3,719
64
$1.99M 0.24%
18,991
-4,834
65
$1.99M 0.24%
1,557
-405
66
$1.97M 0.24%
23,185
-7,239
67
$1.91M 0.24%
42,488
-14,009
68
$1.87M 0.23%
43,808
-14,349
69
$1.86M 0.23%
9,072
+2,202
70
$1.83M 0.23%
9,410
-2,396
71
$1.79M 0.22%
26,885
-7,077
72
$1.76M 0.22%
39,121
-12,695
73
$1.75M 0.22%
20,026
-5,373
74
$1.72M 0.21%
31,318
-8,096
75
$1.71M 0.21%
7,863
-2,169
1 2
3
4 5