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
851
$273K 0.03%
7,669
-686
852
$273K 0.03%
4,400
-1,112
853
$273K 0.03%
4,051
-1,236
854
$273K 0.03%
8,297
-623
855
$272K 0.03%
22,349
-1,658
856
$271K 0.03%
3,097
-810
857
$270K 0.03%
15,947
-1,047
858
$269K 0.03%
+3,504
859
$269K 0.03%
10,390
-685
860
$268K 0.03%
3,771
-1,227
861
$268K 0.03%
5,338
-383
862
$267K 0.03%
8,686
-22
863
$265K 0.03%
+4,464
864
$264K 0.03%
1,652
-423
865
$264K 0.03%
5,020
-1,406
866
$264K 0.03%
18,676
-1,228
867
$263K 0.03%
5,842
-156
868
$262K 0.03%
4,085
-1,323
869
$262K 0.03%
7,180
-473
870
$262K 0.03%
7,990
-2,073
871
$262K 0.03%
5,310
-480
872
$261K 0.03%
9,388
-656
873
$261K 0.03%
22,693
-1,682
874
$261K 0.03%
19,442
-1,285
875
$261K 0.03%
5,590
-374
33 34
35
36 37