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
+$21.6M
2
+$20.6M
3
+$16.8M
4
COF icon
Capital One
COF
+$10M
5
COIN icon
Coinbase
COIN
+$9.53M

Top Sells

1
+$8.46M
2
+$8.42M
3
+$8.3M
4
WMT icon
Walmart Inc
WMT
+$6.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.94M

Sector Composition

1 Technology 32.4%
2 Financials 13.84%
3 Consumer Discretionary 11.07%
4 Industrials 9.4%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.66M 0.03%
21,743
+1,081
527
$3.66M 0.03%
140,402
+124
528
$3.65M 0.03%
45,157
-1,641
529
$3.64M 0.03%
49,470
-608
530
$3.62M 0.03%
136,608
-561
531
$3.62M 0.03%
12,282
+589
532
$3.61M 0.03%
47,559
-105
533
$3.61M 0.03%
140,380
-1,742
534
$3.6M 0.03%
98,812
+277
535
$3.58M 0.03%
42,293
+799
536
$3.58M 0.03%
12,643
+60
537
$3.58M 0.03%
60,029
-282
538
$3.57M 0.03%
81,534
+10,848
539
$3.55M 0.03%
28,300
-154
540
$3.54M 0.03%
109,142
-9,008
541
$3.54M 0.03%
45,731
-740
542
$3.54M 0.03%
11,266
-612
543
$3.53M 0.03%
7,892
-81
544
$3.53M 0.03%
76,056
-916
545
$3.52M 0.03%
8,656
+5
546
$3.51M 0.03%
24,381
-253
547
$3.51M 0.03%
38,462
-205
548
$3.51M 0.03%
12,175
+1,226
549
$3.5M 0.03%
27,354
-273
550
$3.5M 0.03%
77,338
+3,086
20 21
22
23 24