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
76
$27.7M 0.21%
77,525
-3,441
77
$27.5M 0.21%
54,050
+2,971
78
$27.2M 0.21%
118,074
-5,436
79
$27.1M 0.21%
278,323
+5,710
80
$26.7M 0.21%
270,617
+17,198
81
$26.7M 0.21%
1,101,443
-83
82
$26.6M 0.21%
215,574
+390
83
$25.9M 0.2%
28,898
+366
84
$25.8M 0.2%
723,746
-12,174
85
$25.8M 0.2%
121,284
+47,055
86
$24.9M 0.19%
48,967
-79
87
$24.8M 0.19%
55,735
+2,005
88
$24.4M 0.19%
123,331
-1,833
89
$24.3M 0.19%
162,677
+7,747
90
$24.3M 0.19%
109,358
-2,604
91
$23.5M 0.18%
229,298
-341
92
$23M 0.18%
96,425
+234
93
$22.7M 0.18%
95,415
-3,626
94
$22.6M 0.17%
102,454
+3,518
95
$22.5M 0.17%
51,494
+2,141
96
$22M 0.17%
252,260
+308
97
$21.9M 0.17%
244,148
-4,481
98
$21.9M 0.17%
100,102
-3,868
99
$21.1M 0.16%
28,850
-1,156
100
$21.1M 0.16%
72,769
-2,920
2 3
4
5 6