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
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
– –
-355
3010
– –
-723
3011
– –
-283
3012
– –
-1,353
3013
– –
-2,433
3014
– –
-789
3015
– –
-1,587
3016
– –
-1,262
3017
– –
-1,763
3018
– –
-394
3019
– –
-386
3020
– –
-207
3021
– –
-348
3022
– –
-3,103
3023
– –
-12,208
3024
$0 ﹤0.01%
+55
3025
– –
-457
119 120
121
122 123