AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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
101
$1.29M 0.16%
13,536
-4,457
102
$1.29M 0.16%
2,368
-604
103
$1.28M 0.16%
16,126
-1,159
104
$1.28M 0.16%
40,110
-13,175
105
$1.26M 0.16%
6,595
-1,666
106
$1.24M 0.15%
12,810
-3,259
107
$1.24M 0.15%
24,509
-6,348
108
$1.24M 0.15%
28,913
-9,024
109
$1.24M 0.15%
29,630
-7,539
110
$1.23M 0.15%
13,949
-962
111
$1.23M 0.15%
29,748
-9,563
112
$1.22M 0.15%
47,096
-15,160
113
$1.22M 0.15%
16,832
-5,488
114
$1.2M 0.15%
37,392
-2,481
115
$1.18M 0.15%
14,707
-1,027
116
$1.18M 0.15%
3,459
-1,052
117
$1.17M 0.14%
13,786
-3,722
118
$1.16M 0.14%
31,878
-2,220
119
$1.15M 0.14%
4,936
-340
120
$1.15M 0.14%
6,721
-462
121
$1.15M 0.14%
7,724
-2,335
122
$1.14M 0.14%
7,807
-538
123
$1.14M 0.14%
19,072
-1,314
124
$1.14M 0.14%
7,791
-1,982
125
$1.13M 0.14%
78,060
-19,600
3 4
5
6 7