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
1201
$8K ﹤0.01%
41,895
-2,785
1202
$7K ﹤0.01%
910
-62
1203
$6K ﹤0.01%
1,119
-88
1204
$6K ﹤0.01%
12,870
-861
1205
$5K ﹤0.01%
1,726
-127
1206
– –
-7,949
1207
– –
-2,856
1208
– –
-3,021
1209
– –
-13,625
1210
– –
-10,338
1211
– –
-4,530
1212
– –
-6,432
1213
– –
-4,028
1214
– –
-6,069
1215
– –
-3,198
1216
– –
-10,013
1217
– –
-8,759
1218
– –
-690
1219
– –
-6,194
1220
– –
-6,643
1221
– –
-8,317
1222
– –
-2,592
1223
– –
-22,422
1224
– –
-6,411
1225
– –
-4,343
47 48
49
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