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
776
$305K 0.04%
1,913
-163
777
$304K 0.04%
19,610
-1,673
778
$304K 0.04%
6,916
-631
779
$303K 0.04%
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-320
780
$303K 0.04%
4,986
-336
781
$302K 0.04%
10,272
-3,330
782
$300K 0.04%
8,687
-2,196
783
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2,426
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784
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5,308
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$298K 0.04%
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786
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8,305
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$298K 0.04%
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4,499
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789
$296K 0.04%
5,040
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$296K 0.04%
10,469
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7,790
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$294K 0.04%
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$294K 0.04%
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10,545
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799
$294K 0.04%
15,598
-1,900
800
$294K 0.04%
11,960
-780
30 31
32
33 34