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
1176
$39K ﹤0.01%
17,210
-1,255
1177
$37K ﹤0.01%
11,279
-900
1178
$37K ﹤0.01%
14,782
-1,260
1179
$35K ﹤0.01%
16,698
-1,398
1180
$34K ﹤0.01%
4,747
-434
1181
$33K ﹤0.01%
13,200
-937
1182
$31K ﹤0.01%
107
-9
1183
$29K ﹤0.01%
2,757
-199
1184
$28K ﹤0.01%
11,576
-982
1185
$28K ﹤0.01%
10,191
-860
1186
$24K ﹤0.01%
1,085
-97
1187
$24K ﹤0.01%
1,988
+270
1188
$23K ﹤0.01%
14,795
-1,156
1189
$23K ﹤0.01%
2,763
-55
1190
$23K ﹤0.01%
11,749
-943
1191
$23K ﹤0.01%
15,548
-1,335
1192
$21K ﹤0.01%
460
-36
1193
$21K ﹤0.01%
787
-64
1194
$19K ﹤0.01%
130
-10
1195
$19K ﹤0.01%
725
-60
1196
$19K ﹤0.01%
1,015
-71
1197
$19K ﹤0.01%
11,395
-1,008
1198
$18K ﹤0.01%
14,879
-1,278
1199
$15K ﹤0.01%
863
-61
1200
$8K ﹤0.01%
16
-1
46 47
48
49 50