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
1001
$220K 0.03%
4,443
-337
1002
$220K 0.03%
6,780
-450
1003
$219K 0.03%
8,253
-2,812
1004
$219K 0.03%
+7,227
1005
$219K 0.03%
17,696
-1,235
1006
$218K 0.03%
+2,346
1007
$218K 0.03%
81,461
-5,664
1008
$217K 0.03%
3,579
-464
1009
$217K 0.03%
6,515
-2,153
1010
$217K 0.03%
2,275
-149
1011
$216K 0.03%
1,289
-117
1012
$216K 0.03%
11,949
-873
1013
$216K 0.03%
8,990
-693
1014
$216K 0.03%
+1,873
1015
$216K 0.03%
1,288
-122
1016
$216K 0.03%
4,180
-379
1017
$216K 0.03%
5,444
-358
1018
$216K 0.03%
2,893
-951
1019
$215K 0.03%
11,628
-770
1020
$214K 0.03%
6,042
-455
1021
$214K 0.03%
2,726
-198
1022
$214K 0.03%
4,510
-1,226
1023
$213K 0.03%
15,439
-2,388
1024
$213K 0.03%
841
-82
1025
$213K 0.03%
6,143
-2,078
39 40
41
42 43