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
3151
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3152
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3153
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3154
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3155
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3156
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3157
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-1,654
3158
$0 ﹤0.01%
1
-411
3159
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-2,910
3160
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-1,593
3161
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3162
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-3,398
3163
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-2,987
3164
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3165
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-847
3166
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-8,853
3167
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-1,910
3168
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-361
3169
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-22,541
3170
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-153
3171
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-2,011
3172
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-337
3173
– –
-1,905
3174
– –
-334
3175
– –
-3,784
125 126
127
128 129