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
151
$996K 0.12%
15,074
-1,037
152
$995K 0.12%
7,987
-2,619
153
$993K 0.12%
30,393
-1,987
154
$992K 0.12%
7,111
-2,209
155
$990K 0.12%
36,038
-9,460
156
$989K 0.12%
7,701
-516
157
$988K 0.12%
20,826
-1,395
158
$978K 0.12%
6,506
-1,650
159
$974K 0.12%
16,095
-1,051
160
$973K 0.12%
15,084
-1,046
161
$970K 0.12%
20,837
-1,349
162
$968K 0.12%
32,675
-2,115
163
$966K 0.12%
11,871
-3,880
164
$965K 0.12%
15,859
-1,068
165
$959K 0.12%
11,031
-3,507
166
$956K 0.12%
18,197
-4,632
167
$954K 0.12%
19,995
-1,342
168
$953K 0.12%
19,145
-1,312
169
$947K 0.12%
41,596
-5,432
170
$947K 0.12%
5,015
-1,872
171
$934K 0.12%
8,273
-2,767
172
$930K 0.11%
7,390
-1,870
173
$929K 0.11%
34,223
-12,010
174
$923K 0.11%
19,305
-5,339
175
$922K 0.11%
9,970
-679
5 6
7
8 9