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
201
$814K 0.1%
8,262
-2,122
202
$812K 0.1%
8,212
-2,104
203
$809K 0.1%
5,061
-343
204
$808K 0.1%
19,087
-7,081
205
$808K 0.1%
6,711
-1,818
206
$808K 0.1%
14,128
-942
207
$808K 0.1%
13,053
-945
208
$805K 0.1%
12,477
-812
209
$804K 0.1%
24,180
-7,986
210
$803K 0.1%
15,665
-4,305
211
$803K 0.1%
13,662
-990
212
$802K 0.1%
38,142
-2,510
213
$799K 0.1%
4,478
-1,164
214
$798K 0.1%
6,015
-1,961
215
$798K 0.1%
8,267
-2,210
216
$793K 0.1%
34,992
-2,346
217
$790K 0.1%
7,934
-574
218
$784K 0.1%
17,184
-1,133
219
$780K 0.1%
9,561
-3,104
220
$780K 0.1%
24,978
-1,642
221
$780K 0.1%
10,973
-761
222
$775K 0.1%
8,231
-564
223
$774K 0.1%
10,618
-743
224
$774K 0.1%
19,895
-1,376
225
$773K 0.1%
18,891
-1,262
7 8
9
10 11