AB

Amalgamated Bank Portfolio holdings

AUM $13.9B
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.81%
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 11.7%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
– –
-10,052
1227
– –
-10,450
1228
– –
-13,444
1229
– –
-5,088
1230
– –
-4,875
1231
– –
-11,345
1232
– –
-5,171
1233
– –
-11,424
1234
– –
-7,889
1235
– –
-415
1236
– –
-4,176
1237
– –
-10,182
1238
– –
-7,284
1239
– –
-2,436
1240
– –
-10,436
1241
– –
-4,864
1242
– –
-4,230
1243
– –
-8,484
1244
– –
-3,954
1245
– –
-12,998
1246
– –
-9,334
1247
– –
-6,644
1248
– –
-10,755
1249
– –
-13,427
1250
– –
-4,074
48 49
50
51 52