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 13.31%
4 Industrials 11.7%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$0 ﹤0.01%
14,203
1302
– –
-14,272
1303
– –
-1,081
1304
– –
-1,069
1305
– –
-4,913
1306
$0 ﹤0.01%
23,096
+1,400
1307
– –
-10,209
1308
– –
-220
1309
– –
-7,670
1310
– –
-10,013
1311
– –
-4,530
1312
– –
-4,875
1313
– –
-11,345
1314
– –
-5,171
1315
– –
-11,424
1316
– –
-7,889
1317
– –
-10,366
1318
– –
-5,722
1319
– –
-6,812
1320
– –
-2,112
1321
– –
-1,763
1322
– –
-6
1323
– –
-4,884
1324
– –
-7,495
1325
– –
-5,066
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