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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
3101
– –
-2,793
3102
– –
-187
3103
– –
-716
3104
– –
-1,084
3105
– –
-2,460
3106
– –
-48,644
3107
– –
-880
3108
– –
-293
3109
– –
-325
3110
– –
-2,075
3111
– –
-893
3112
– –
-1,805
3113
– –
-537
3114
– –
-788
3115
– –
-1,139
3116
– –
-705
3117
– –
-153
3118
– –
-435
3119
– –
-1,840
3120
– –
-4,457
3121
– –
-1,907
3122
– –
-132
3123
– –
-1,134
3124
– –
-891
3125
– –
-371
123 124
125
126 127