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
1151
$87K 0.01%
1,401
-69
1152
$86K 0.01%
13,267
-2,820
1153
$86K 0.01%
10,099
-784
1154
$83K 0.01%
1,189
-92
1155
$81K 0.01%
3,465
-237
1156
$80K 0.01%
39,424
-2,595
1157
$77K 0.01%
7,711
-586
1158
$76K 0.01%
10,655
-754
1159
$73K 0.01%
15,160
-1,349
1160
$73K 0.01%
11,316
-930
1161
$73K 0.01%
694
-52
1162
$73K 0.01%
4,055
-309
1163
$72K 0.01%
10,095
-3,290
1164
$69K 0.01%
4,622
+2,384
1165
$68K 0.01%
35,857
-2,659
1166
$67K 0.01%
75
-25
1167
$66K 0.01%
3,072
-227
1168
$57K 0.01%
2,653
-194
1169
$57K 0.01%
13,591
-1,181
1170
$56K 0.01%
15,948
-1,202
1171
$54K 0.01%
10,279
-1,211
1172
$53K 0.01%
14,531
-6,303
1173
$44K 0.01%
2,327
-200
1174
$44K 0.01%
10,133
-746
1175
$41K 0.01%
2,695
-203
45 46
47
48 49