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
951
$239K 0.03%
11,578
-1,044
952
$239K 0.03%
6,379
-559
953
$238K 0.03%
10,742
-814
954
$238K 0.03%
3,962
-337
955
$237K 0.03%
7,105
-3,304
956
$237K 0.03%
6,251
-438
957
$236K 0.03%
6,273
-2,193
958
$236K 0.03%
7,286
-549
959
$235K 0.03%
2,531
-836
960
$234K 0.03%
9,753
-716
961
$234K 0.03%
6,876
-453
962
$234K 0.03%
7,033
-2,284
963
$234K 0.03%
4,945
-640
964
$234K 0.03%
13,786
-903
965
$233K 0.03%
17,935
-1,293
966
$233K 0.03%
2,188
-199
967
$232K 0.03%
9,070
-655
968
$232K 0.03%
2,169
-203
969
$232K 0.03%
10,182
-1,401
970
$232K 0.03%
23,570
-1,734
971
$232K 0.03%
12,791
-1,158
972
$232K 0.03%
8,117
-2,853
973
$231K 0.03%
6,409
-462
974
$231K 0.03%
5,131
-339
975
$231K 0.03%
7,285
-551
37 38
39
40 41