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
1126
$136K 0.02%
12,062
-804
1127
$136K 0.02%
10,769
-919
1128
$134K 0.02%
10,060
-3,275
1129
$134K 0.02%
148
-10
1130
$133K 0.02%
15,412
-1,502
1131
$131K 0.02%
10,150
-909
1132
$128K 0.02%
11,060
-1,079
1133
$128K 0.02%
16,101
-1,062
1134
$127K 0.02%
244
-24
1135
$127K 0.02%
15,171
-6,560
1136
$122K 0.02%
21,593
-2,091
1137
$122K 0.02%
11,272
-1,098
1138
$120K 0.01%
18,708
-1,758
1139
$109K 0.01%
15,346
-1,157
1140
$108K 0.01%
12,474
-854
1141
$108K 0.01%
11,120
-1,040
1142
$104K 0.01%
653
-45
1143
$103K 0.01%
17,981
-1,372
1144
$101K 0.01%
16,080
-1,545
1145
$101K 0.01%
13,887
-1,036
1146
$100K 0.01%
13,505
-1,026
1147
$100K 0.01%
11,665
-961
1148
$98K 0.01%
10,438
-1,010
1149
$92K 0.01%
73
-7
1150
$87K 0.01%
16,726
-1,144
44 45
46
47 48