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
876
$260K 0.03%
19,045
-1,311
877
$260K 0.03%
5,758
-1,493
878
$260K 0.03%
1,738
-123
879
$260K 0.03%
7,036
-462
880
$259K 0.03%
2,753
-232
881
$259K 0.03%
9,811
-670
882
$259K 0.03%
5,026
-454
883
$259K 0.03%
8,384
-634
884
$258K 0.03%
14,348
-1,228
885
$258K 0.03%
14,513
-1,002
886
$257K 0.03%
12,438
-1,075
887
$257K 0.03%
5,287
-379
888
$257K 0.03%
5,595
-835
889
$256K 0.03%
3,154
-285
890
$256K 0.03%
5,170
-1,707
891
$255K 0.03%
15,331
-1,013
892
$255K 0.03%
3,209
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893
$255K 0.03%
4,303
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894
$255K 0.03%
2,135
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895
$255K 0.03%
7,153
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896
$254K 0.03%
8,093
-592
897
$253K 0.03%
2,647
-194
898
$253K 0.03%
20,245
-1,523
899
$253K 0.03%
1,826
-581
900
$252K 0.03%
11,765
-1,010
34 35
36
37 38