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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
3001
$1K ﹤0.01%
29
3002
$1K ﹤0.01%
3,046
+2,959
3003
$1K ﹤0.01%
126
3004
$1K ﹤0.01%
33
3005
$1K ﹤0.01%
82
3006
$1K ﹤0.01%
+37
3007
$1K ﹤0.01%
15
3008
$1K ﹤0.01%
253
3009
– –
-667
3010
– –
-176
3011
– –
-209
3012
– –
-262
3013
– –
-218
3014
– –
-362
3015
– –
-596
3016
– –
-480
3017
– –
-1,016
3018
– –
-1
3019
– –
-4,291
3020
– –
-2,005
3021
– –
-53,285
3022
– –
-2,147
3023
– –
-1,714
3024
– –
-242
3025
– –
-1,601
119 120
121
122 123