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
901
$252K 0.03%
3,297
-898
902
$252K 0.03%
6,898
-622
903
$251K 0.03%
22,083
-1,659
904
$251K 0.03%
4,542
-345
905
$251K 0.03%
4,645
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906
$251K 0.03%
5,049
-433
907
$250K 0.03%
301
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908
$250K 0.03%
9,067
-2,986
909
$250K 0.03%
13,894
-4,496
910
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4,203
-318
911
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4,105
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912
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10,034
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913
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4,202
-1,402
914
$249K 0.03%
6,185
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915
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18,572
-1,402
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5,155
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920
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5,461
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921
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4,563
-346
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$248K 0.03%
9,230
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923
$247K 0.03%
8,086
-582
924
$247K 0.03%
4,797
-42
925
$247K 0.03%
3,715
-266
35 36
37
38 39