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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
3051
– –
-3,398
3052
– –
-2,987
3053
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-272
3054
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-1,910
3055
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-361
3056
– –
-22,541
3057
– –
-153
3058
– –
-2,011
3059
– –
-337
3060
– –
-1,905
3061
– –
-334
3062
– –
-3,784
3063
$0 ﹤0.01%
145
3064
– –
-2,005
3065
– –
-1,690
3066
– –
-745
3067
– –
-44
3068
– –
-1,451
3069
– –
-12,208
3070
$0 ﹤0.01%
+55
3071
– –
-457
3072
$0 ﹤0.01%
145
3073
– –
-1,192
3074
– –
-378
3075
– –
-720
121 122
123
124 125