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AB

Amalgamated Bank Portfolio holdings

AUM $13.1B
1-Year Est. Return 29.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,231
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$5.66M
3
+$4.35M
4
OVV icon
Ovintiv
OVV
+$4.28M
5
SBUX icon
Starbucks
SBUX
+$4.09M

Top Sells

1
+$24.1M
2
+$17.8M
3
+$17.5M
4
CVX icon
Chevron
CVX
+$14.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$13.2M

Sector Composition

1 Technology 26.95%
2 Healthcare 13.15%
3 Financials 12.03%
4 Consumer Discretionary 11.67%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
– –
-6,490
3027
– –
-11,216
3028
– –
-1,851
3029
$0 ﹤0.01%
2
-388
3030
– –
-1,827
3031
– –
-221
3032
– –
-4,761
3033
– –
-3,037
3034
– –
-237
3035
– –
-1,163
3036
– –
-502
3037
– –
-3,256
3038
– –
-72
3039
– –
-332
3040
– –
-379
3041
– –
-811
3042
– –
-6,649
3043
$0 ﹤0.01%
1
-1,594
3044
– –
-597
3045
– –
-6,469
3046
– –
-143
3047
$0 ﹤0.01%
1
-1,074
3048
– –
-1,108
3049
– –
-431
3050
– –
-224
120 121
122
123 124