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
826
$287K 0.04%
10,384
-3,301
827
$287K 0.04%
10,840
-3,519
828
$287K 0.04%
1,256
-407
829
$286K 0.04%
58,816
-4,208
830
$286K 0.04%
9,323
-768
831
$285K 0.04%
8,962
-783
832
$284K 0.04%
5,402
-1,379
833
$284K 0.04%
8,162
-707
834
$282K 0.03%
26,734
-1,765
835
$281K 0.03%
5,786
-442
836
$281K 0.03%
2,757
-194
837
$279K 0.03%
24,266
-1,663
838
$279K 0.03%
6,348
-2,078
839
$279K 0.03%
15,557
-4,018
840
$278K 0.03%
6,784
-979
841
$278K 0.03%
9,941
-4,378
842
$278K 0.03%
8,769
-799
843
$277K 0.03%
4,849
-1,722
844
$276K 0.03%
6,374
-2,074
845
$276K 0.03%
12,769
-1,070
846
$276K 0.03%
2,606
-170
847
$276K 0.03%
9,736
-740
848
$275K 0.03%
5,034
-425
849
$274K 0.03%
6,570
-481
850
$274K 0.03%
9,554
-666
32 33
34
35 36