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
1026
$212K 0.03%
3,334
-1,563
1027
$212K 0.03%
8,489
-729
1028
$211K 0.03%
4,612
-399
1029
$211K 0.03%
2,907
-765
1030
$211K 0.03%
+9,051
1031
$211K 0.03%
5,577
-428
1032
$211K 0.03%
10,836
-822
1033
$210K 0.03%
2,166
-557
1034
$210K 0.03%
4,218
-1,102
1035
$210K 0.03%
8,110
-617
1036
$210K 0.03%
+3,862
1037
$210K 0.03%
5,377
-2,327
1038
$210K 0.03%
8,958
-773
1039
$210K 0.03%
2,589
-178
1040
$210K 0.03%
14,908
-1,094
1041
$210K 0.03%
4,498
-419
1042
$209K 0.03%
7,352
-2,382
1043
$209K 0.03%
10,859
-822
1044
$209K 0.03%
10,433
-614
1045
$208K 0.03%
+4,287
1046
$208K 0.03%
+8,614
1047
$207K 0.03%
11,298
-3,670
1048
$207K 0.03%
+6,371
1049
$207K 0.03%
16,330
-1,192
1050
$207K 0.03%
3,886
-292
40 41
42
43 44