AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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
76
$1.68M 0.21%
25,257
-7,565
77
$1.61M 0.2%
23,185
-7,328
78
$1.59M 0.2%
8,564
-2,173
79
$1.56M 0.19%
10,998
-3,282
80
$1.54M 0.19%
14,880
-5,260
81
$1.54M 0.19%
19,644
-5,026
82
$1.51M 0.19%
32,393
-10,518
83
$1.5M 0.19%
23,190
-6,791
84
$1.5M 0.18%
23,990
-7,405
85
$1.47M 0.18%
12,866
-3,259
86
$1.46M 0.18%
41,046
-10,546
87
$1.44M 0.18%
102,500
-33,327
88
$1.42M 0.18%
15,132
-3,844
89
$1.39M 0.17%
40,938
-13,880
90
$1.38M 0.17%
7,000
-1,796
91
$1.37M 0.17%
23,956
-1,618
92
$1.36M 0.17%
10,712
-2,877
93
$1.36M 0.17%
20,179
-6,564
94
$1.34M 0.17%
32,715
-2,200
95
$1.33M 0.16%
51,620
-16,351
96
$1.31M 0.16%
13,318
-4,706
97
$1.31M 0.16%
36,087
-9,323
98
$1.3M 0.16%
17,934
-4,557
99
$1.3M 0.16%
7,004
-507
100
$1.29M 0.16%
18,140
-5,904
2 3
4
5 6