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
1101
$171K 0.02%
17,851
-5,885
1102
$171K 0.02%
13,648
-1,023
1103
$171K 0.02%
13,386
-964
1104
$169K 0.02%
16,034
-1,205
1105
$168K 0.02%
13,596
-1,035
1106
$166K 0.02%
13,766
-986
1107
$166K 0.02%
10,826
-818
1108
$164K 0.02%
10,164
-767
1109
$161K 0.02%
11,760
-846
1110
$160K 0.02%
16,851
-5,476
1111
$159K 0.02%
3,983
-300
1112
$158K 0.02%
11,771
-1,597
1113
$158K 0.02%
16,155
-1,207
1114
$158K 0.02%
31,070
-2,154
1115
$154K 0.02%
11,340
-849
1116
$154K 0.02%
14,423
-1,245
1117
$152K 0.02%
2,472
-423
1118
$151K 0.02%
24,803
-1,709
1119
$149K 0.02%
25,933
-1,694
1120
$148K 0.02%
1,194
-90
1121
$148K 0.02%
17,048
-1,210
1122
$147K 0.02%
10,076
-764
1123
$141K 0.02%
3,549
-1,537
1124
$140K 0.02%
14,415
-1,417
1125
$139K 0.02%
1,734
-131
43 44
45
46 47