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
$13B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,201
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$18M
3 +$13.4M
4
COF icon
Capital One
COF
+$8.78M
5
OKTA icon
Okta
OKTA
+$7.29M

Top Sells

1 +$8.3M
2 +$7.86M
3 +$7.84M
4
WMT icon
Walmart Inc
WMT
+$5.98M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.16M

Sector Composition

1 Technology 32.4%
2 Financials 13.84%
3 Consumer Discretionary 11.07%
4 Industrials 9.42%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$7K ﹤0.01%
2,657
2602
$7K ﹤0.01%
1,829
2603
$7K ﹤0.01%
+3,259
2604
$7K ﹤0.01%
336
2605
$7K ﹤0.01%
701
2606
$7K ﹤0.01%
+3,128
2607
$7K ﹤0.01%
264
2608
$7K ﹤0.01%
119
2609
$7K ﹤0.01%
1,244
2610
$7K ﹤0.01%
205
2611
$7K ﹤0.01%
536
2612
$7K ﹤0.01%
582
2613
$7K ﹤0.01%
+375
2614
$7K ﹤0.01%
594
2615
$7K ﹤0.01%
+609
2616
$7K ﹤0.01%
634
2617
$7K ﹤0.01%
529
2618
$7K ﹤0.01%
456
2619
$7K ﹤0.01%
+421
2620
$7K ﹤0.01%
+449
2621
$7K ﹤0.01%
+436
2622
$7K ﹤0.01%
218
2623
$7K ﹤0.01%
1,060
2624
$6K ﹤0.01%
771
2625
$6K ﹤0.01%
2,422