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
976
$1.21M 0.01%
13,898
+5
977
$1.21M 0.01%
28,612
-460
978
$1.2M 0.01%
17,371
+3,598
979
$1.19M 0.01%
37,890
-1,857
980
$1.19M 0.01%
12,110
+26
981
$1.19M 0.01%
10,959
-101
982
$1.19M 0.01%
18,402
-45
983
$1.19M 0.01%
50,247
-2,959
984
$1.19M 0.01%
52,755
-1,068
985
$1.19M 0.01%
29,028
-40
986
$1.18M 0.01%
11,494
+33
987
$1.18M 0.01%
16,314
+64
988
$1.18M 0.01%
6,539
-111
989
$1.18M 0.01%
8,032
-89
990
$1.17M 0.01%
7,584
+51
991
$1.17M 0.01%
12,454
+77
992
$1.16M 0.01%
71,834
+991
993
$1.16M 0.01%
15,272
-173
994
$1.16M 0.01%
37,842
+536
995
$1.16M 0.01%
45,681
-1,346
996
$1.16M 0.01%
15,238
-337
997
$1.15M 0.01%
5,990
+12
998
$1.14M 0.01%
40,309
-464
999
$1.14M 0.01%
14,665
+428
1000
$1.14M 0.01%
6,913
+183
38 39
40
41 42