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
976
$231K 0.03%
5,214
-477
977
$229K 0.03%
5,726
-1,785
978
$229K 0.03%
3,276
-297
979
$229K 0.03%
5,523
-386
980
$229K 0.03%
9,620
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981
$228K 0.03%
10,450
-696
982
$226K 0.03%
16,947
-1,274
983
$226K 0.03%
5,959
-2,328
984
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4,883
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985
$225K 0.03%
33,726
-2,213
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987
$224K 0.03%
16,629
-1,095
988
$223K 0.03%
4,971
-453
989
$223K 0.03%
10,992
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990
$223K 0.03%
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$223K 0.03%
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17,744
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994
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4,364
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995
$222K 0.03%
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996
$221K 0.03%
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997
$221K 0.03%
12,519
-3,183
998
$221K 0.03%
15,922
-1,102
999
$221K 0.03%
3,629
-297
1000
$221K 0.03%
5,423
-1,759
38 39
40
41 42