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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
$811M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,333
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$845K
3
+$686K
4
HPE icon
Hewlett Packard
HPE
+$686K
5
HUBB icon
Hubbell
HUBB
+$653K

Top Sells

1
+$9.48M
2
+$5.17M
3
+$3.6M
4
MSFT icon
Microsoft
MSFT
+$3.43M
5
GE icon
GE Aerospace
GE
+$3.07M

Sector Composition

1 Financials 14%
2 Healthcare 13.98%
3 Technology 13.31%
4 Industrials 11.72%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$8K ﹤0.01%
41,895
-2,785
1202
$7K ﹤0.01%
910
-62
1203
$6K ﹤0.01%
1,119
-88
1204
$6K ﹤0.01%
12,870
-861
1205
$5K ﹤0.01%
1,726
-127
1206
– –
-10,492
1207
– –
-10,912
1208
– –
-10,154
1209
– –
-5,929
1210
– –
-6,824
1211
– –
-5,728
1212
– –
-2,716
1213
$0 ﹤0.01%
14,203
1214
– –
-14,272
1215
– –
-1,081
1216
– –
-1,069
1217
– –
-4,913
1218
$0 ﹤0.01%
23,096
+1,400
1219
– –
-10,209
1220
– –
-220
1221
– –
-7,670
1222
– –
-2,856
1223
– –
-3,021
1224
– –
-13,625
1225
– –
-10,338
47 48
49
50 51