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
$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
2001
$120K ﹤0.01%
212
+21
2002
$119K ﹤0.01%
9,185
+593
2003
$119K ﹤0.01%
6,059
+1,089
2004
$119K ﹤0.01%
4,600
-4
2005
$118K ﹤0.01%
6,937
+939
2006
$118K ﹤0.01%
+8,247
2007
$118K ﹤0.01%
30,708
-4,670
2008
$118K ﹤0.01%
3,005
+70
2009
$118K ﹤0.01%
7,893
-219
2010
$117K ﹤0.01%
4,340
+449
2011
$117K ﹤0.01%
13,676
-660
2012
$117K ﹤0.01%
4,777
+372
2013
$117K ﹤0.01%
6,337
+52
2014
$116K ﹤0.01%
5,270
+452
2015
$115K ﹤0.01%
14,246
+1,874
2016
$114K ﹤0.01%
1,384
-119
2017
$114K ﹤0.01%
+10,807
2018
$114K ﹤0.01%
4,164
-226
2019
$114K ﹤0.01%
5,565
-1,825
2020
$114K ﹤0.01%
4,088
-255
2021
$113K ﹤0.01%
12,016
+593
2022
$113K ﹤0.01%
10,036
-935
2023
$113K ﹤0.01%
3,581
+1,722
2024
$113K ﹤0.01%
12,689
-371
2025
$112K ﹤0.01%
2,761
-126
79 80
81
82 83