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
1051
$207K 0.03%
+5,471
1052
$207K 0.03%
3,365
-291
1053
$206K 0.03%
4,843
-322
1054
$206K 0.03%
5,790
-536
1055
$206K 0.03%
+5,457
1056
$205K 0.03%
3,045
-1,288
1057
$205K 0.03%
55,000
-4,701
1058
$205K 0.03%
4,685
-325
1059
$205K 0.03%
3,303
-300
1060
$204K 0.03%
4,281
-382
1061
$204K 0.03%
30,940
-2,017
1062
$204K 0.03%
2,777
-717
1063
$204K 0.03%
+3,001
1064
$204K 0.03%
+7,072
1065
$204K 0.03%
8,088
-2,129
1066
$204K 0.03%
3,702
-279
1067
$204K 0.03%
72
-5
1068
$203K 0.03%
29,962
-9,560
1069
$203K 0.03%
7,220
-542
1070
$203K 0.03%
1,442
-466
1071
$202K 0.02%
3,053
-283
1072
$202K 0.02%
4,078
-369
1073
$202K 0.02%
+7,457
1074
$201K 0.02%
11,909
-1,077
1075
$201K 0.02%
8,847
-3,745
41 42
43
44 45