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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
3026
– –
-22,410
3027
– –
-4,401
3028
– –
-1,754
3029
– –
-2,571
3030
– –
-1,076
3031
– –
-1,272
3032
– –
-7,452
3033
– –
-1,480
3034
– –
-324
3035
– –
-307
3036
– –
-15,662
3037
– –
-19
3038
– –
-2,619
3039
– –
-300
3040
– –
-33
3041
– –
-188
3042
– –
-2,067
3043
– –
-461
3044
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-673
3045
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-151
3046
– –
-1,654
3047
$0 ﹤0.01%
1
-411
3048
– –
-2,910
3049
– –
-1,593
3050
– –
-175
120 121
122
123 124