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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
3201
– –
-905
3202
– –
-1,052
3203
– –
-14,575
3204
$0 ﹤0.01%
1
-739
3205
– –
-305
3206
– –
0
3207
– –
-6,794
3208
– –
-3,340
3209
– –
-250
3210
– –
-238
3211
– –
-2,568
3212
– –
-3,944
3213
– –
-737
3214
– –
-5
3215
– –
-1,252
3216
– –
-10,246
3217
– –
-11,346
3218
– –
-1,026
3219
– –
-222
3220
– –
-4,758
3221
– –
-454
3222
– –
-245
3223
– –
-2,963
3224
– –
-659
3225
– –
-1,570
126 127 128
129
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