AB

Amalgamated Bank Portfolio holdings

AUM $13.9B
1-Year Est. Return 26.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.82%
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
2651
$6K ﹤0.01%
+206
2652
$6K ﹤0.01%
519
2653
$6K ﹤0.01%
538
2654
$6K ﹤0.01%
3,471
2655
$6K ﹤0.01%
1,425
2656
$6K ﹤0.01%
3,034
2657
$6K ﹤0.01%
+199
2658
$6K ﹤0.01%
4,649
2659
$6K ﹤0.01%
+429
2660
$6K ﹤0.01%
1,234
2661
$6K ﹤0.01%
805
2662
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768
2663
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320
2664
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182
2665
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+377
2666
$6K ﹤0.01%
442
2667
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737
2668
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766
2669
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372
2670
$6K ﹤0.01%
648
2671
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702
2672
$6K ﹤0.01%
274
2673
$6K ﹤0.01%
413
2674
$6K ﹤0.01%
141
2675
$6K ﹤0.01%
249