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
176
$917K 0.11%
39,429
-2,715
177
$915K 0.11%
8,004
-2,032
178
$898K 0.11%
4,905
-329
179
$895K 0.11%
12,652
-4,970
180
$889K 0.11%
27,014
-1,870
181
$881K 0.11%
9,873
-2,564
182
$881K 0.11%
5,742
-399
183
$875K 0.11%
9,410
-2,744
184
$874K 0.11%
10,105
-2,571
185
$872K 0.11%
8,512
-2,270
186
$866K 0.11%
20,107
-5,204
187
$866K 0.11%
3,732
-1,157
188
$862K 0.11%
13,512
-880
189
$859K 0.11%
16,001
-1,111
190
$857K 0.11%
9,243
-2,324
191
$855K 0.11%
9,430
-654
192
$852K 0.11%
14,729
-4,672
193
$848K 0.1%
15,286
-4,367
194
$845K 0.1%
1,767
-118
195
$840K 0.1%
4,501
-126
196
$838K 0.1%
11,618
-1,978
197
$836K 0.1%
5,329
-379
198
$829K 0.1%
15,819
-1,103
199
$822K 0.1%
5,248
-365
200
$819K 0.1%
21,182
-1,401
6 7
8
9 10