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
3026
– –
-3,815
3027
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-683
3028
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-352
3029
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-2,793
3030
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-187
3031
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-716
3032
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-1,084
3033
– –
-2,460
3034
– –
-48,644
3035
– –
-880
3036
– –
-293
3037
– –
-325
3038
– –
-2,075
3039
– –
-893
3040
– –
-1,805
3041
– –
-537
3042
– –
-788
3043
– –
-1,139
3044
– –
-705
3045
– –
-153
3046
– –
-435
3047
– –
-1,840
3048
– –
-4,457
3049
– –
-1,907
3050
– –
-1,134
120 121
122
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