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
726
$323K 0.04%
9,234
-3,364
727
$323K 0.04%
4,000
-1,349
728
$322K 0.04%
9,412
-3,078
729
$322K 0.04%
8,617
-648
730
$321K 0.04%
8,116
-2,062
731
$321K 0.04%
6,141
-441
732
$320K 0.04%
49,042
-3,325
733
$318K 0.04%
14,791
-1,016
734
$318K 0.04%
3,581
-271
735
$318K 0.04%
5,050
-361
736
$318K 0.04%
5,025
-1,637
737
$317K 0.04%
2,285
-151
738
$317K 0.04%
6,543
-2,157
739
$317K 0.04%
18,195
-1,194
740
$317K 0.04%
7,960
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$316K 0.04%
16,843
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742
$316K 0.04%
4,612
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743
$316K 0.04%
7,516
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744
$315K 0.04%
4,857
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745
$315K 0.04%
5,661
-387
746
$315K 0.04%
9,406
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747
$315K 0.04%
7,083
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748
$314K 0.04%
3,629
-1,176
749
$314K 0.04%
+13,561
750
$314K 0.04%
16,831
-1,213
28 29
30
31 32