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
126
$1.13M 0.14%
13,779
-4,647
127
$1.13M 0.14%
31,179
-2,035
128
$1.12M 0.14%
9,353
-644
129
$1.12M 0.14%
23,857
-7,751
130
$1.11M 0.14%
47,730
-3,308
131
$1.11M 0.14%
33,682
-9,101
132
$1.11M 0.14%
18,463
-4,714
133
$1.11M 0.14%
8,052
-2,455
134
$1.1M 0.14%
16,131
-5,197
135
$1.08M 0.13%
27,931
-1,932
136
$1.08M 0.13%
23,432
-6,302
137
$1.08M 0.13%
4,348
-1,127
138
$1.08M 0.13%
3,174
-222
139
$1.06M 0.13%
15,718
-5,034
140
$1.04M 0.13%
18,052
-4,597
141
$1.04M 0.13%
7,619
-512
142
$1.03M 0.13%
14,609
-4,644
143
$1.03M 0.13%
8,421
-599
144
$1.03M 0.13%
14,254
-4,734
145
$1.03M 0.13%
15,814
-1,099
146
$1.03M 0.13%
9,511
-2,910
147
$1.02M 0.13%
22,976
-2,977
148
$1.02M 0.13%
34,558
-2,387
149
$1.01M 0.12%
91,000
-6,001
150
$1M 0.12%
8,563
-2,786
4 5
6
7 8