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
3051
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3052
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-10,927
3053
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3054
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3055
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3056
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-879
3057
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-1,676
3058
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3059
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-929
3060
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-2,744
3061
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3062
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-45,095
3063
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-1,328
3064
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-4,351
3065
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-430
3066
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3067
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-993
3069
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3070
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-3,879
3071
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3072
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3073
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-33
3074
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3075
– –
-2,067
121 122
123
124 125