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
3026
– –
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3027
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-1,285
3028
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-3,320
3029
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-1,084
3030
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-2,460
3031
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-48,644
3032
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-880
3033
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-293
3034
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-325
3035
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-2,075
3036
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-893
3037
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-1,805
3038
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-537
3039
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-788
3040
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-1,139
3041
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-705
3042
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-153
3043
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-435
3044
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-1,840
3045
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-4,457
3046
– –
-1,907
3047
– –
-132
3048
– –
-1,134
3049
– –
-891
3050
– –
-371
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