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
2701
$6K ﹤0.01%
794
2702
$6K ﹤0.01%
658
2703
$6K ﹤0.01%
294
2704
$6K ﹤0.01%
492
2705
$6K ﹤0.01%
1,818
2706
$5K ﹤0.01%
1,282
2707
$5K ﹤0.01%
+113
2708
$5K ﹤0.01%
3,650
2709
$5K ﹤0.01%
4,430
2710
$5K ﹤0.01%
810
2711
$5K ﹤0.01%
1,190
2712
$5K ﹤0.01%
497
2713
$5K ﹤0.01%
291
2714
$5K ﹤0.01%
+999
2715
$5K ﹤0.01%
60
2716
$5K ﹤0.01%
640
2717
$5K ﹤0.01%
171
2718
$5K ﹤0.01%
126
2719
$5K ﹤0.01%
+296
2720
$5K ﹤0.01%
980
2721
$5K ﹤0.01%
+159
2722
$5K ﹤0.01%
+1,544
2723
$5K ﹤0.01%
1,185
2724
$5K ﹤0.01%
266
2725
$5K ﹤0.01%
+328