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
+$21.6M
2
+$20.6M
3
+$16.8M
4
COF icon
Capital One
COF
+$10M
5
COIN icon
Coinbase
COIN
+$9.53M

Top Sells

1
+$8.46M
2
+$8.42M
3
+$8.3M
4
WMT icon
Walmart Inc
WMT
+$6.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.94M

Sector Composition

1 Technology 32.4%
2 Financials 13.84%
3 Consumer Discretionary 11.07%
4 Industrials 9.4%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
$1K ﹤0.01%
+37
3002
$1K ﹤0.01%
757
3003
$1K ﹤0.01%
253
3004
$1K ﹤0.01%
+108
3005
$1K ﹤0.01%
207
3006
$1K ﹤0.01%
+201
3007
$1K ﹤0.01%
+193
3008
$1K ﹤0.01%
+368
3009
– –
-19
3010
– –
-15,662
3011
– –
-307
3012
– –
-324
3013
– –
-1,480
3014
– –
-7,452
3015
– –
-1,272
3016
– –
-1,076
3017
– –
-2,571
3018
– –
-1,754
3019
– –
-4,401
3020
– –
-2,619
3021
– –
-22,410
3022
– –
-1,601
3023
– –
-242
3024
– –
-1,714
3025
– –
0
119 120
121
122 123