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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
1301
– –
-3,094
1302
– –
-10,118
1303
– –
-6,338
1304
– –
-6,812
1305
– –
-2,112
1306
– –
-1,763
1307
– –
-10,603
1308
– –
-3,553
1309
– –
-10,094
1310
– –
-7,036
1311
– –
-11,445
1312
– –
-10,855
1313
– –
-10,291
1314
– –
-10,001
1315
– –
-2,120
1316
– –
-10,088
1317
– –
-1,933
1318
– –
-5,066
1319
– –
-10,786
1320
– –
-6,814
1321
– –
-24,708
1322
– –
-5,907
1323
– –
-10,882
1324
– –
-28,718
1325
– –
-8,440
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