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
3051
– –
-1,016
3052
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-1
3053
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-4,291
3054
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-2,005
3055
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-53,285
3056
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-2,147
3057
– –
-1,714
3058
– –
-242
3059
– –
-1,601
3060
– –
-22,410
3061
– –
-2,619
3062
– –
-4,401
3063
– –
-1,754
3064
– –
-2,571
3065
– –
-1,076
3066
– –
-1,272
3067
– –
-7,452
3068
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-1,480
3069
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-324
3070
– –
-307
3071
– –
-15,662
3072
– –
-19
3073
– –
-893
3074
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-312
3075
– –
-39
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