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
926
$246K 0.03%
1,641
-148
927
$246K 0.03%
279
-116
928
$246K 0.03%
3,787
-341
929
$245K 0.03%
16,228
-1,072
930
$245K 0.03%
8,561
-573
931
$245K 0.03%
5,655
-2,447
932
$245K 0.03%
11,812
-855
933
$244K 0.03%
5,124
-1,901
934
$244K 0.03%
22,630
-2,999
935
$244K 0.03%
3,016
-233
936
$243K 0.03%
7,418
-2,318
937
$243K 0.03%
3,250
-970
938
$243K 0.03%
9,995
-718
939
$242K 0.03%
7,936
-2,650
940
$242K 0.03%
3,205
-853
941
$242K 0.03%
8,889
-2,881
942
$242K 0.03%
3,801
-345
943
$242K 0.03%
3,422
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944
$241K 0.03%
5,194
+317
945
$241K 0.03%
4,302
-351
946
$241K 0.03%
6,728
-606
947
$240K 0.03%
4,726
-357
948
$240K 0.03%
3,591
-325
949
$240K 0.03%
6,871
-619
950
$240K 0.03%
6,421
-492
36 37
38
39 40