AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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
1
$18.2M 2.25%
692,836
-180,848
2
$12.8M 1.58%
230,248
-65,200
3
$8.55M 1.06%
109,734
-35,687
4
$7.82M 0.96%
231,280
-58,500
5
$7.7M 0.95%
51,606
-21,585
6
$7.63M 0.94%
74,252
-23,353
7
$6.93M 0.86%
66,237
-16,581
8
$6.81M 0.84%
+174,980
9
$6.78M 0.84%
178,560
-264,220
10
$6.65M 0.82%
122,335
-39,872
11
$6.53M 0.81%
49,441
-15,756
12
$6.42M 0.79%
97,305
-31,749
13
$5.66M 0.7%
71,332
-23,077
14
$5.65M 0.7%
122,258
-31,591
15
$5.64M 0.7%
217,078
-67,713
16
$5.28M 0.65%
50,205
-13,257
17
$5.23M 0.64%
170,633
-55,283
18
$5.17M 0.64%
39,126
-10,099
19
$5.1M 0.63%
118,687
-30,173
20
$4.63M 0.57%
275,334
-89,891
21
$4.59M 0.57%
59,199
-15,088
22
$4.48M 0.55%
44,311
-11,479
23
$4.45M 0.55%
44,567
-11,432
24
$4.45M 0.55%
49,418
-16,031
25
$4.33M 0.53%
125,809
-40,403
1
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