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
1076
$201K 0.02%
+9,485
1077
$198K 0.02%
7,445
-564
1078
$196K 0.02%
16,893
-1,401
1079
$196K 0.02%
12,024
-837
1080
$195K 0.02%
48,095
-3,171
1081
$193K 0.02%
12,476
-895
1082
$191K 0.02%
3,907
-926
1083
$189K 0.02%
11,636
-882
1084
$188K 0.02%
19,474
-1,466
1085
$187K 0.02%
11,845
-776
1086
$187K 0.02%
10,156
-729
1087
$186K 0.02%
13,883
-1,058
1088
$185K 0.02%
64,298
-4,929
1089
$181K 0.02%
1,577
-119
1090
$180K 0.02%
13,532
-1,175
1091
$180K 0.02%
14,058
-702
1092
$180K 0.02%
11,499
-987
1093
$180K 0.02%
3,799
-272
1094
$176K 0.02%
10,168
-985
1095
$175K 0.02%
10,317
-779
1096
$174K 0.02%
4,640
-2,007
1097
$174K 0.02%
11,126
-803
1098
$173K 0.02%
13,709
-991
1099
$172K 0.02%
27,320
-2,662
1100
$172K 0.02%
871
-63
42 43
44
45 46