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
801
$294K 0.04%
6,887
-623
802
$293K 0.04%
11,006
-790
803
$293K 0.04%
22,190
-7,275
804
$293K 0.04%
12,582
-3,160
805
$293K 0.04%
2,791
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806
$293K 0.04%
9,445
-681
807
$292K 0.04%
17,556
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808
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11,286
-827
809
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7,107
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3,337
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814
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4,963
-326
815
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32,780
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13,272
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818
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11,475
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$289K 0.04%
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821
$288K 0.04%
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$288K 0.04%
6,673
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$288K 0.04%
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824
$288K 0.04%
217
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825
$287K 0.04%
7,010
-465
31 32
33
34 35